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 | $48,054 | $86,929-44.7% | $102,423-53.1% | $80,856-40.6% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 12.03% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,983 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $8,345 | $8,049+3.7% | $9,451-11.7% | $6,918+20.6% |