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 | $45,710 | $67,606-32.4% | $82,313-44.5% | $70,131-34.8% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.8pp | 69.5%+25.1pp |
| Annual return | 17.33% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,948 | $1,755+68.0% | $2,428+21.4% | $2,342+25.9% |
| Participant deferral / active EE | $1,374 | $2,987-54.0% | $3,706-62.9% | $3,332-58.8% |
| Admin fee / account holder | $4,424 | $4,512-1.9% | $5,608-21.1% | $4,645-4.8% |