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 | $25,550 | $76,552-66.6% | $123,892-79.4% | $62,891-59.4% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,905 | $2,883+0.8% | $4,617-37.1% | $2,281+27.4% |
| Participant deferral / active EE | $5,737 | $4,840+18.5% | $5,984-4.1% | $3,203+79.1% |
| Admin fee / account holder | $2,595 | $4,826-46.2% | $8,357-69.0% | $4,296-39.6% |