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 | $39,792 | $48,795-18.5% | $65,493-39.2% | $84,808-53.1% |
| Participation rate | 92.3% | 67.0%+25.3pp | 73.1%+19.2pp | 68.3%+24.0pp |
| Annual return | 13.62% | 20.20%-6.6pp | 982.45%-968.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,254 | $1,930+68.6% | $2,574+26.4% | $2,631+23.7% |
| Participant deferral / active EE | $4,005 | $2,928+36.7% | $3,961+1.1% | $4,212-4.9% |
| Admin fee / account holder | $3,795 | $3,877-2.1% | $5,028-24.5% | $7,344-48.3% |