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 | $55,919 | $72,492-22.9% | $87,100-35.8% | $72,985-23.4% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 30.65% | 24.46%+6.2pp | 28.19%+2.5pp | 81.00%-50.4pp |
| Employer contribution / active EE | $2,797 | $1,894+47.7% | $2,521+10.9% | $2,440+14.7% |
| Participant deferral / active EE | $4,101 | $3,270+25.4% | $4,049+1.3% | $3,607+13.7% |
| Admin fee / account holder | $4,015 | $5,055-20.6% | $7,497-46.4% | $5,124-21.6% |