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 | $47,894 | $72,492-33.9% | $87,100-45.0% | $72,985-34.4% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 28.51% | 24.46%+4.1pp | 28.19%+0.3pp | 81.00%-52.5pp |
| Employer contribution / active EE | $4,478 | $1,894+136.4% | $2,521+77.6% | $2,440+83.5% |
| Participant deferral / active EE | $3,186 | $3,270-2.5% | $4,049-21.3% | $3,607-11.7% |
| Admin fee / account holder | $4,587 | $5,055-9.2% | $7,497-38.8% | $5,124-10.5% |