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 | $50,095 | $80,717-37.9% | $154,803-67.6% | $84,808-40.9% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,448 | $2,761+24.9% | $4,305-19.9% | $2,631+31.0% |
| Participant deferral / active EE | $4,418 | $3,303+33.7% | $5,540-20.3% | $4,212+4.9% |
| Admin fee / account holder | $4,312 | $6,746-36.1% | $14,329-69.9% | $7,344-41.3% |