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 | $49,553 | $78,520-36.9% | $96,576-48.7% | $82,448-39.9% |
| Participation rate | 84.4% | 77.7%+6.7pp | 81.4%+3.0pp | 68.1%+16.4pp |
| Annual return | 19.04% | 41.30%-22.3pp | 38.47%-19.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,030 | $2,630+15.2% | $3,553-14.7% | $2,551+18.8% |
| Participant deferral / active EE | $6,382 | $6,754-5.5% | $7,956-19.8% | $4,139+54.2% |
| Admin fee / account holder | $2,824 | $13,455-79.0% | $11,381-75.2% | $7,234-61.0% |