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 | $53,719 | $81,460-34.1% | $103,333-48.0% | $80,856-33.6% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.6%+30.7pp |
| Annual return | 11.55% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,510 | $3,105+45.2% | $3,868+16.6% | $2,755+63.7% |
| Participant deferral / active EE | $3,165 | $3,869-18.2% | $5,057-37.4% | $4,296-26.3% |
| Admin fee / account holder | $781 | $6,566-88.1% | $8,355-90.7% | $6,918-88.7% |