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 | $49,905 | $65,365-23.7% | $92,893-46.3% | $72,985-31.6% |
| Participation rate | 90.1% | 68.3%+21.8pp | 76.0%+14.1pp | 69.5%+20.7pp |
| Annual return | 21.69% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,092 | $2,594+19.2% | $3,653-15.3% | $2,440+26.7% |
| Participant deferral / active EE | $4,571 | $3,128+46.1% | $4,236+7.9% | $3,607+26.7% |
| Admin fee / account holder | $2,169 | $4,251-49.0% | $5,794-62.6% | $5,124-57.7% |