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 | $56,472 | $95,453-40.8% | $112,040-49.6% | $82,448-31.5% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.5%+14.7pp | 68.1%+23.1pp |
| Annual return | 19.55% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,455 | $2,318+49.1% | $2,954+17.0% | $2,551+35.4% |
| Participant deferral / active EE | $4,820 | $4,224+14.1% | $5,098-5.5% | $4,139+16.4% |
| Admin fee / account holder | $728 | $9,013-91.9% | $12,098-94.0% | $7,234-89.9% |