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 | $39,793 | $91,552-56.5% | $133,956-70.3% | $79,858-50.2% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 12.66% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,421 | $2,384+43.5% | $3,919-12.7% | $2,471+38.4% |
| Participant deferral / active EE | $2,407 | $3,733-35.5% | $5,048-52.3% | $3,740-35.7% |
| Admin fee / account holder | $2,432 | $6,321-61.5% | $8,927-72.8% | $5,306-54.2% |