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 | $68,474 | $109,359-37.4% | $162,163-57.8% | $72,985-6.2% |
| Participation rate | 97.0% | 84.3%+12.7pp | 87.6%+9.4pp | 69.5%+27.5pp |
| Annual return | 20.03% | 25.46%-5.4pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $4,228 | $3,907+8.2% | $5,614-24.7% | $2,440+73.3% |
| Participant deferral / active EE | $4,007 | $5,481-26.9% | $7,298-45.1% | $3,607+11.1% |
| Admin fee / account holder | $1,116 | $7,972-86.0% | $10,843-89.7% | $5,124-78.2% |