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 | $51,743 | $89,355-42.1% | $141,162-63.3% | $72,985-29.1% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 22.68% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,273 | $3,114+5.1% | $4,735-30.9% | $2,440+34.1% |
| Participant deferral / active EE | $8,253 | $5,418+52.3% | $6,709+23.0% | $3,607+128.8% |
| Admin fee / account holder | $2,995 | $5,958-49.7% | $10,261-70.8% | $5,124-41.6% |