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 | $49,251 | $56,897-13.4% | $84,750-41.9% | $62,891-21.7% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 8.77% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,313 | $2,400-3.6% | $3,574-35.3% | $2,281+1.4% |
| Participant deferral / active EE | $4,310 | $2,709+59.1% | $3,712+16.1% | $3,203+34.6% |
| Admin fee / account holder | $5,353 | $3,581+49.5% | $5,332+0.4% | $4,296+24.6% |