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 | $38,395 | $78,705-51.2% | $117,854-67.4% | $70,131-45.3% |
| Participation rate | 98.4% | 73.2%+25.2pp | 79.7%+18.8pp | 69.5%+28.9pp |
| Annual return | 24.91% | 23.30%+1.6pp | 335.08%-310.2pp | 73.14%-48.2pp |
| Employer contribution / active EE | $1,054 | $2,223-52.6% | $3,786-72.2% | $2,342-55.0% |
| Participant deferral / active EE | $1,727 | $3,297-47.6% | $4,482-61.5% | $3,332-48.2% |
| Admin fee / account holder | $4,956 | $5,065-2.2% | $8,020-38.2% | $4,645+6.7% |