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 | $55,028 | $48,076+14.5% | $78,689-30.1% | $62,891-12.5% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 7.91% | 31.35%-23.4pp | 62.18%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,726 | $2,015+85.0% | $2,851+30.7% | $2,281+63.4% |
| Participant deferral / active EE | $5,470 | $2,588+111.4% | $3,517+55.5% | $3,203+70.8% |
| Admin fee / account holder | $921 | $3,207-71.3% | $4,510-79.6% | $4,296-78.5% |