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 | $48,840 | $81,460-40.0% | $103,333-52.7% | $80,856-39.6% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.6%+30.7pp |
| Annual return | 15.95% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,661 | $3,105+17.9% | $3,868-5.3% | $2,755+32.9% |
| Participant deferral / active EE | $7,068 | $3,869+82.7% | $5,057+39.7% | $4,296+64.5% |
| Admin fee / account holder | $3,700 | $6,566-43.6% | $8,355-55.7% | $6,918-46.5% |