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 | $51,232 | $72,492-29.3% | $87,100-41.2% | $72,985-29.8% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 20.00% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,645 | $1,894-13.1% | $2,521-34.7% | $2,440-32.6% |
| Participant deferral / active EE | $4,459 | $3,270+36.4% | $4,049+10.1% | $3,607+23.6% |
| Admin fee / account holder | $12,237 | $5,055+142.1% | $7,497+63.2% | $5,124+138.8% |