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 | $44,913 | $79,944-43.8% | $98,439-54.4% | $75,163-40.2% |
| Participation rate | 91.0% | 70.4%+20.7pp | 75.2%+15.9pp | 67.2%+23.8pp |
| Annual return | 24.85% | 19.75%+5.1pp | 21.16%+3.7pp | 160.62%-135.8pp |
| Employer contribution / active EE | $2,043 | $2,264-9.7% | $3,048-33.0% | $2,670-23.5% |
| Participant deferral / active EE | $5,816 | $3,752+55.0% | $4,738+22.8% | $4,125+41.0% |
| Admin fee / account holder | $2,045 | $6,840-70.1% | $8,948-77.1% | $5,651-63.8% |