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 | $49,290 | $67,894-27.4% | $89,340-44.8% | $82,448-40.2% |
| Participation rate | 86.7% | 64.0%+22.6pp | 69.6%+17.1pp | 68.1%+18.6pp |
| Annual return | 15.25% | 19.21%-4.0pp | 20.57%-5.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,599 | $1,828+151.6% | $2,231+106.1% | $2,551+80.3% |
| Participant deferral / active EE | $3,692 | $3,072+20.2% | $3,823-3.4% | $4,139-10.8% |
| Admin fee / account holder | $425 | $5,723-92.6% | $6,704-93.7% | $7,234-94.1% |