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 | $38,819 | $48,076-19.3% | $78,689-50.7% | $62,891-38.3% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | 7.66% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,776 | $2,015+186.7% | $2,851+102.6% | $2,281+153.3% |
| Participant deferral / active EE | $6,183 | $2,588+138.9% | $3,517+75.8% | $3,203+93.0% |
| Admin fee / account holder | $4,049 | $3,207+26.2% | $4,510-10.2% | $4,296-5.8% |