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 | $41,551 | $46,869-11.3% | $122,332-66.0% | $70,131-40.8% |
| Participation rate | 87.3% | 58.2%+29.2pp | 71.6%+15.7pp | 69.5%+17.8pp |
| Annual return | 18.99% | 24.22%-5.2pp | 30.27%-11.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $5,814 | $1,288+351.5% | $4,050+43.5% | $2,342+148.2% |
| Participant deferral / active EE | $2,914 | $2,166+34.5% | $3,287-11.4% | $3,332-12.6% |
| Admin fee / account holder | $1,420 | $3,322-57.3% | $5,478-74.1% | $4,645-69.4% |