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 | $50,427 | $93,571-46.1% | $135,903-62.9% | $75,163-32.9% |
| Participation rate | 84.3% | 75.2%+9.1pp | 81.9%+2.4pp | 67.2%+17.1pp |
| Annual return | 21.83% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,747 | $3,537-22.3% | $4,856-43.4% | $2,670+2.9% |
| Participant deferral / active EE | $4,391 | $6,404-31.4% | $7,758-43.4% | $4,125+6.5% |
| Admin fee / account holder | $4,278 | $6,975-38.7% | $10,762-60.2% | $5,651-24.3% |