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 | $47,934 | $109,359-56.2% | $162,163-70.4% | $72,985-34.3% |
| Participation rate | 97.7% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.2pp |
| Annual return | 22.47% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,244 | $3,907+34.2% | $5,614-6.6% | $2,440+114.9% |
| Participant deferral / active EE | $4,555 | $5,481-16.9% | $7,298-37.6% | $3,607+26.3% |
| Admin fee / account holder | $1,268 | $7,972-84.1% | $10,843-88.3% | $5,124-75.3% |