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 | $49,352 | $72,277-31.7% | $101,248-51.3% | $79,858-38.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 14.45% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,583 | $2,692-41.2% | $3,660-56.8% | $2,471-35.9% |
| Participant deferral / active EE | $3,607 | $3,282+9.9% | $4,370-17.5% | $3,740-3.6% |
| Admin fee / account holder | $836 | $4,400-81.0% | $5,945-85.9% | $5,306-84.2% |