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 | $59,401 | $81,460-27.1% | $103,333-42.5% | $80,856-26.5% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 12.93% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,896 | $3,105+25.5% | $3,868+0.7% | $2,755+41.4% |
| Participant deferral / active EE | $5,607 | $3,869+44.9% | $5,057+10.9% | $4,296+30.5% |
| Admin fee / account holder | $4,392 | $6,566-33.1% | $8,355-47.4% | $6,918-36.5% |