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 | $52,292 | $60,349-13.4% | $74,183-29.5% | $62,891-16.9% |
| Participation rate | 81.8% | 72.7%+9.1pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 10.45% | 21.37%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,522 | $1,680+50.1% | $2,370+6.4% | $2,281+10.6% |
| Participant deferral / active EE | $3,640 | $2,856+27.5% | $3,550+2.6% | $3,203+13.7% |
| Admin fee / account holder | $1,444 | $4,261-66.1% | $5,586-74.2% | $4,296-66.4% |