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 | $59,839 | $76,367-21.6% | $93,606-36.1% | $72,985-18.0% |
| Participation rate | 98.0% | 71.7%+26.2pp | 75.8%+22.1pp | 69.5%+28.5pp |
| Annual return | 22.83% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,087 | $2,275-8.3% | $2,718-23.2% | $2,440-14.5% |
| Participant deferral / active EE | $5,388 | $3,538+52.3% | $4,069+32.4% | $3,607+49.4% |
| Admin fee / account holder | $14,790 | $6,838+116.3% | $7,888+87.5% | $5,124+188.6% |