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 | $46,509 | $72,492-35.8% | $87,100-46.6% | $72,985-36.3% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.8pp | 69.5%+21.1pp |
| Annual return | 24.13% | 24.46%-0.3pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,613 | $1,894+38.0% | $2,521+3.6% | $2,440+7.1% |
| Participant deferral / active EE | $5,712 | $3,270+74.7% | $4,049+41.1% | $3,607+58.3% |
| Admin fee / account holder | $692 | $5,055-86.3% | $7,497-90.8% | $5,124-86.5% |