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 | $40,194 | $91,552-56.1% | $133,956-70.0% | $79,858-49.7% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.6%+16.5pp |
| Annual return | 14.46% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,702 | $2,384+13.4% | $3,919-31.0% | $2,471+9.4% |
| Participant deferral / active EE | $6,102 | $3,733+63.4% | $5,048+20.9% | $3,740+63.2% |
| Admin fee / account holder | $1,763 | $6,321-72.1% | $8,927-80.3% | $5,306-66.8% |