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 | $49,552 | $63,355-21.8% | $91,989-46.1% | $72,985-32.1% |
| Participation rate | 85.5% | 72.5%+12.9pp | 78.6%+6.8pp | 69.5%+16.0pp |
| Annual return | 23.95% | 35.35%-11.4pp | 69.02%-45.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,377 | $2,116+12.4% | $3,452-31.1% | $2,440-2.6% |
| Participant deferral / active EE | $5,024 | $4,883+2.9% | $5,923-15.2% | $3,607+39.3% |
| Admin fee / account holder | $3,656 | $4,668-21.7% | $7,743-52.8% | $5,124-28.7% |