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 | $57,593 | $77,813-26.0% | $123,544-53.4% | $64,186-10.3% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | 5.57% | 12.48%-6.9pp | 119.20%-113.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $4,531 | $3,014+50.3% | $4,628-2.1% | $2,381+90.3% |
| Participant deferral / active EE | $10,515 | $5,240+100.7% | $6,426+63.6% | $3,470+203.1% |
| Admin fee / account holder | $3,903 | $5,519-29.3% | $9,284-58.0% | $4,888-20.1% |