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 | $45,298 | $64,480-29.7% | $81,382-44.3% | $80,856-44.0% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.1pp | 67.6%+10.9pp |
| Annual return | 36.82% | 16.34%+20.5pp | 24.73%+12.1pp | 35.59%+1.2pp |
| Employer contribution / active EE | $2,622 | $1,978+32.5% | $2,463+6.5% | $2,755-4.8% |
| Participant deferral / active EE | $4,026 | $3,094+30.1% | $3,883+3.7% | $4,296-6.3% |
| Admin fee / account holder | $1,989 | $5,671-64.9% | $5,768-65.5% | $6,918-71.3% |