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 | $52,655 | $80,968-35.0% | $96,544-45.5% | $75,163-29.9% |
| Participation rate | 85.9% | 71.8%+14.2pp | 76.0%+10.0pp | 67.2%+18.7pp |
| Annual return | 17.74% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,474 | $2,282+8.4% | $2,965-16.6% | $2,670-7.3% |
| Participant deferral / active EE | $4,745 | $3,928+20.8% | $4,851-2.2% | $4,125+15.0% |
| Admin fee / account holder | $21,632 | $6,724+221.7% | $8,252+162.1% | $5,651+282.8% |