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 | $53,251 | $73,787-27.8% | $98,716-46.1% | $82,448-35.4% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 23.51% | 18.57%+4.9pp | 31.81%-8.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,883 | $1,511+24.6% | $2,279-17.3% | $2,551-26.2% |
| Participant deferral / active EE | $3,899 | $3,081+26.5% | $4,048-3.7% | $4,139-5.8% |
| Admin fee / account holder | $3,413 | $6,500-47.5% | $8,703-60.8% | $7,234-52.8% |