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 | $47,488 | $109,413-56.6% | $156,263-69.6% | $84,808-44.0% |
| Participation rate | 80.4% | 72.7%+7.7pp | 78.9%+1.4pp | 68.3%+12.0pp |
| Annual return | 13.89% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,825 | $2,907+31.6% | $4,333-11.7% | $2,631+45.4% |
| Participant deferral / active EE | $7,310 | $4,590+59.3% | $6,158+18.7% | $4,212+73.6% |
| Admin fee / account holder | $14,688 | $9,357+57.0% | $14,255+3.0% | $7,344+100.0% |