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 | $78,460 | $123,793-36.6% | $177,821-55.9% | $79,858-1.7% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 19.81% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,187 | $4,095+2.2% | $5,918-29.2% | $2,471+69.5% |
| Participant deferral / active EE | $4,646 | $5,956-22.0% | $7,714-39.8% | $3,740+24.2% |
| Admin fee / account holder | $32,272 | $7,243+345.6% | $12,427+159.7% | $5,306+508.2% |