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 | $50,267 | $56,897-11.7% | $84,750-40.7% | $62,891-20.1% |
| Participation rate | 90.4% | 68.5%+21.8pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 18.45% | 6.30%+12.1pp | 22.78%-4.3pp | 20.14%-1.7pp |
| Employer contribution / active EE | $3,358 | $2,400+39.9% | $3,574-6.0% | $2,281+47.2% |
| Participant deferral / active EE | $5,887 | $2,709+117.3% | $3,712+58.6% | $3,203+83.8% |
| Admin fee / account holder | $466 | $3,581-87.0% | $5,332-91.3% | $4,296-89.2% |