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 | $32,163 | $72,277-55.5% | $101,248-68.2% | $79,858-59.7% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 15.40% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,101 | $2,692-21.9% | $3,660-42.6% | $2,471-15.0% |
| Participant deferral / active EE | $4,352 | $3,282+32.6% | $4,370-0.4% | $3,740+16.4% |
| Admin fee / account holder | $1,537 | $4,400-65.1% | $5,945-74.2% | $5,306-71.0% |