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 | $34,339 | $46,869-26.7% | $122,332-71.9% | $70,131-51.0% |
| Participation rate | 78.0% | 58.2%+19.8pp | 71.6%+6.3pp | 69.5%+8.4pp |
| Annual return | 15.30% | 24.22%-8.9pp | 30.27%-15.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,369 | $1,288+6.3% | $4,050-66.2% | $2,342-41.6% |
| Participant deferral / active EE | $3,834 | $2,166+77.0% | $3,287+16.7% | $3,332+15.1% |
| Admin fee / account holder | $1,565 | $3,322-52.9% | $5,478-71.4% | $4,645-66.3% |