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 | $40,126 | $85,766-53.2% | $136,294-70.6% | $70,131-42.8% |
| Participation rate | 83.5% | 74.2%+9.4pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 14.97% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,256 | $2,966-57.6% | $4,695-73.2% | $2,342-46.4% |
| Participant deferral / active EE | $2,306 | $5,051-54.3% | $6,247-63.1% | $3,332-30.8% |
| Admin fee / account holder | $4,358 | $5,420-19.6% | $9,243-52.9% | $4,645-6.2% |