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 | $47,830 | $77,899-38.6% | $149,673-68.0% | $75,163-36.4% |
| Participation rate | 88.2% | 65.6%+22.7pp | 78.8%+9.5pp | 67.2%+21.0pp |
| Annual return | 15.89% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,342 | $3,137+38.4% | $4,818-9.9% | $2,670+62.6% |
| Participant deferral / active EE | $3,447 | $3,411+1.1% | $5,680-39.3% | $4,125-16.4% |
| Admin fee / account holder | $7,686 | $5,956+29.0% | $13,210-41.8% | $5,651+36.0% |