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 | $47,682 | $62,672-23.9% | $185,117-74.2% | $70,131-32.0% |
| Participation rate | 91.2% | 63.8%+27.4pp | 77.3%+13.9pp | 69.5%+21.6pp |
| Annual return | 14.30% | 40.79%-26.5pp | 40.50%-26.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,456 | $1,753+40.1% | $4,182-41.3% | $2,342+4.8% |
| Participant deferral / active EE | $5,836 | $3,272+78.4% | $5,045+15.7% | $3,332+75.2% |
| Admin fee / account holder | $12,004 | $3,932+205.3% | $8,159+47.1% | $4,645+158.4% |