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 | $39,496 | $54,762-27.9% | $90,281-56.3% | $72,985-45.9% |
| Participation rate | 94.0% | 65.1%+28.9pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 19.00% | 30.63%-11.6pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,418 | $2,092+15.6% | $2,854-15.3% | $2,440-0.9% |
| Participant deferral / active EE | $4,875 | $2,887+68.9% | $3,885+25.5% | $3,607+35.1% |
| Admin fee / account holder | $7,843 | $3,972+97.4% | $5,351+46.6% | $5,124+53.0% |