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 | $50,062 | $54,762-8.6% | $90,281-44.5% | $72,985-31.4% |
| Participation rate | 97.0% | 65.1%+31.8pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 18.21% | 30.63%-12.4pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,273 | $2,092+8.6% | $2,854-20.4% | $2,440-6.8% |
| Participant deferral / active EE | $1,762 | $2,887-39.0% | $3,885-54.7% | $3,607-51.2% |
| Admin fee / account holder | $527 | $3,972-86.7% | $5,351-90.2% | $5,124-89.7% |