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 | $38,192 | $95,193-59.9% | $76,523-50.1% | $135,375-71.8% |
| Participation rate | 94.7% | 74.4%+20.3pp | 68.0%+26.7pp | 82.6%+12.1pp |
| Annual return | 9.57% | 4.85%+4.7pp | -0.27%+9.8pp | 519.73%-510.2pp |
| Employer contribution / active EE | $4,550 | $3,302+37.8% | $2,647+71.9% | $4,779-4.8% |
| Participant deferral / active EE | $5,032 | $4,639+8.5% | $3,835+31.2% | $5,609-10.3% |
| Admin fee / account holder | $2,850 | $6,249-54.4% | $4,848-41.2% | $10,827-73.7% |