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 | $47,259 | $95,803-50.7% | $113,168-58.2% | $84,808-44.3% |
| Participation rate | 87.0% | 72.9%+14.1pp | 76.6%+10.4pp | 68.3%+18.7pp |
| Annual return | 44.73% | 25.00%+19.7pp | 24.27%+20.5pp | 40.90%+3.8pp |
| Employer contribution / active EE | $2,099 | $2,360-11.0% | $2,975-29.4% | $2,631-20.2% |
| Participant deferral / active EE | $3,867 | $4,242-8.8% | $5,107-24.3% | $4,212-8.2% |
| Admin fee / account holder | $1,644 | $8,989-81.7% | $12,068-86.4% | $7,344-77.6% |