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 | $43,565 | $91,552-52.4% | $133,956-67.5% | $79,858-45.4% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.1pp |
| Annual return | 17.30% | 61.85%-44.5pp | 45.09%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,309 | $2,384+38.8% | $3,919-15.6% | $2,471+33.9% |
| Participant deferral / active EE | $3,836 | $3,733+2.7% | $5,048-24.0% | $3,740+2.6% |
| Admin fee / account holder | $3,538 | $6,321-44.0% | $8,927-60.4% | $5,306-33.3% |