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 | $49,243 | $60,892-19.1% | $82,389-40.2% | $84,808-41.9% |
| Participation rate | 88.3% | 63.3%+25.0pp | 69.5%+18.8pp | 68.3%+20.0pp |
| Annual return | 13.82% | 37.29%-23.5pp | 28.67%-14.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,610 | $1,779+46.7% | $2,517+3.7% | $2,631-0.8% |
| Participant deferral / active EE | $4,401 | $3,179+38.5% | $4,155+5.9% | $4,212+4.5% |
| Admin fee / account holder | $3,791 | $5,467-30.7% | $7,231-47.6% | $7,344-48.4% |