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 | $51,656 | $83,477-38.1% | $125,175-58.7% | $72,985-29.2% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 19.47% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,097 | $2,345+32.1% | $3,865-19.9% | $2,440+26.9% |
| Participant deferral / active EE | $3,523 | $3,585-1.7% | $4,937-28.6% | $3,607-2.3% |
| Admin fee / account holder | $17,793 | $5,517+222.5% | $9,702+83.4% | $5,124+247.2% |