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 | $48,504 | $72,492-33.1% | $87,100-44.3% | $72,985-33.5% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 29.43% | 24.46%+5.0pp | 28.19%+1.2pp | 81.00%-51.6pp |
| Employer contribution / active EE | $2,119 | $1,894+11.9% | $2,521-16.0% | $2,440-13.1% |
| Participant deferral / active EE | $3,721 | $3,270+13.8% | $4,049-8.1% | $3,607+3.1% |
| Admin fee / account holder | $4,089 | $5,055-19.1% | $7,497-45.5% | $5,124-20.2% |