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 | $52,042 | $80,717-35.5% | $154,803-66.4% | $84,808-38.6% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 14.22% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,466 | $2,761+61.7% | $4,305+3.7% | $2,631+69.8% |
| Participant deferral / active EE | $5,382 | $3,303+62.9% | $5,540-2.9% | $4,212+27.8% |
| Admin fee / account holder | $9,621 | $6,746+42.6% | $14,329-32.9% | $7,344+31.0% |