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 | $50,130 | $88,370-43.3% | $112,977-55.6% | $79,858-37.2% |
| Participation rate | 96.9% | 76.8%+20.1pp | 82.6%+14.3pp | 69.6%+27.2pp |
| Annual return | 15.28% | 23.16%-7.9pp | 24.24%-9.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,928 | $3,398-13.8% | $4,255-31.2% | $2,471+18.5% |
| Participant deferral / active EE | $2,920 | $4,536-35.6% | $5,836-50.0% | $3,740-21.9% |
| Admin fee / account holder | $3,594 | $5,750-37.5% | $6,294-42.9% | $5,306-32.3% |