See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,599 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 20.30% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,926 | $3,561+10.3% | $4,693-16.3% | $2,631+49.2% |
| Participant deferral / active EE | $7,379 | $6,636+11.2% | $7,997-7.7% | $4,212+75.2% |
| Admin fee / account holder | $2,105 | $8,568-75.4% | $13,435-84.3% | $7,344-71.3% |