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 | $38,751 | $64,480-39.9% | $81,382-52.4% | $80,856-52.1% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.1pp | 67.6%+10.9pp |
| Annual return | 21.37% | 16.34%+5.0pp | 24.73%-3.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,136 | $1,978+58.5% | $2,463+27.3% | $2,755+13.8% |
| Participant deferral / active EE | $6,838 | $3,094+121.0% | $3,883+76.1% | $4,296+59.2% |
| Admin fee / account holder | $2,587 | $5,671-54.4% | $5,768-55.2% | $6,918-62.6% |