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 | $52,832 | $81,460-35.1% | $103,333-48.9% | $80,856-34.7% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 15.19% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,358 | $3,105+40.3% | $3,868+12.7% | $2,755+58.2% |
| Participant deferral / active EE | $5,546 | $3,869+43.3% | $5,057+9.7% | $4,296+29.1% |
| Admin fee / account holder | $801 | $6,566-87.8% | $8,355-90.4% | $6,918-88.4% |