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 | $47,487 | $86,929-45.4% | $102,423-53.6% | $80,856-41.3% |
| Participation rate | 97.3% | 72.4%+25.0pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,366 | $2,369-42.3% | $3,023-54.8% | $2,755-50.4% |
| Participant deferral / active EE | $4,524 | $4,118+9.8% | $5,053-10.5% | $4,296+5.3% |
| Admin fee / account holder | $9,310 | $8,049+15.7% | $9,451-1.5% | $6,918+34.6% |