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 | $53,247 | $58,828-9.5% | $77,999-31.7% | $62,891-15.3% |
| Participation rate | 78.4% | 71.1%+7.3pp | 75.5%+2.9pp | 69.3%+9.1pp |
| Annual return | 6.00% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,257 | $1,672+35.0% | $2,470-8.6% | $2,281-1.1% |
| Participant deferral / active EE | $4,849 | $2,686+80.6% | $3,497+38.7% | $3,203+51.4% |
| Admin fee / account holder | $359 | $4,393-91.8% | $5,480-93.5% | $4,296-91.7% |