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 | $50,418 | $58,851-14.3% | $115,157-56.2% | $72,985-30.9% |
| Participation rate | 79.0% | 65.5%+13.5pp | 75.9%+3.1pp | 69.5%+9.5pp |
| Annual return | 31.49% | 23.16%+8.3pp | 35.60%-4.1pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,814 | $1,798+0.9% | $3,179-42.9% | $2,440-25.7% |
| Participant deferral / active EE | $2,268 | $2,643-14.2% | $4,168-45.6% | $3,607-37.1% |
| Admin fee / account holder | $9,965 | $6,370+56.4% | $7,088+40.6% | $5,124+94.5% |