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 | $50,444 | $81,460-38.1% | $103,333-51.2% | $80,856-37.6% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,904 | $3,105-38.7% | $3,868-50.8% | $2,755-30.9% |
| Participant deferral / active EE | $6,544 | $3,869+69.1% | $5,057+29.4% | $4,296+52.3% |
| Admin fee / account holder | $3,138 | $6,566-52.2% | $8,355-62.4% | $6,918-54.6% |