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 | $47,740 | $101,724-53.1% | $164,813-71.0% | $80,856-41.0% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 14.31% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,816 | $2,953-38.5% | $4,341-58.2% | $2,755-34.1% |
| Participant deferral / active EE | $8,515 | $4,477+90.2% | $6,031+41.2% | $4,296+98.2% |
| Admin fee / account holder | $7,150 | $8,227-13.1% | $12,690-43.7% | $6,918+3.4% |