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 | $44,754 | $87,841-49.1% | $133,980-66.6% | $62,891-28.8% |
| Participation rate | 97.1% | 83.4%+13.8pp | 87.1%+10.1pp | 69.3%+27.8pp |
| Annual return | 14.94% | 12.05%+2.9pp | 29.30%-14.4pp | 20.14%-5.2pp |
| Employer contribution / active EE | $2,788 | $3,483-20.0% | $5,211-46.5% | $2,281+22.2% |
| Participant deferral / active EE | $5,935 | $4,812+23.3% | $6,282-5.5% | $3,203+85.3% |
| Admin fee / account holder | $3,266 | $5,371-39.2% | $9,324-65.0% | $4,296-24.0% |