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 | $47,265 | $59,839-21.0% | $81,983-42.3% | $79,858-40.8% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.2%+22.9pp | 69.6%+22.5pp |
| Annual return | 16.32% | 17.56%-1.2pp | 41.31%-25.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,903 | $1,713+11.1% | $2,498-23.8% | $2,471-23.0% |
| Participant deferral / active EE | $5,336 | $2,695+98.0% | $3,722+43.3% | $3,740+42.7% |
| Admin fee / account holder | $14,003 | $4,287+226.6% | $5,664+147.2% | $5,306+163.9% |