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 | $31,790 | $64,324-50.6% | $118,925-73.3% | $79,858-60.2% |
| Participation rate | 89.7% | 64.9%+24.9pp | 75.4%+14.4pp | 69.6%+20.1pp |
| Annual return | 67.63% | 86.45%-18.8pp | 35.88%+31.8pp | 31.71%+35.9pp |
| Employer contribution / active EE | $2,141 | $1,836+16.6% | $3,263-34.4% | $2,471-13.3% |
| Participant deferral / active EE | $2,770 | $2,824-1.9% | $4,265-35.0% | $3,740-25.9% |
| Admin fee / account holder | $4,205 | $4,040+4.1% | $6,581-36.1% | $5,306-20.8% |