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 | $48,724 | $67,606-27.9% | $82,313-40.8% | $70,131-30.5% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 12.56% | 21.57%-9.0pp | 25.88%-13.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $3,029 | $1,755+72.6% | $2,428+24.7% | $2,342+29.3% |
| Participant deferral / active EE | $2,812 | $2,987-5.9% | $3,706-24.1% | $3,332-15.6% |
| Admin fee / account holder | $1,020 | $4,512-77.4% | $5,608-81.8% | $4,645-78.0% |