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 | $51,201 | $56,897-10.0% | $84,750-39.6% | $62,891-18.6% |
| Participation rate | 93.1% | 68.5%+24.6pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 6.48% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $9,018 | $2,400+275.8% | $3,574+152.3% | $2,281+295.4% |
| Participant deferral / active EE | $2,691 | $2,709-0.7% | $3,712-27.5% | $3,203-16.0% |
| Admin fee / account holder | $5,287 | $3,581+47.7% | $5,332-0.8% | $4,296+23.1% |