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 | $50,042 | $83,477-40.1% | $125,175-60.0% | $72,985-31.4% |
| Participation rate | 75.6% | 73.3%+2.2pp | 79.8%-4.2pp | 69.5%+6.1pp |
| Annual return | 29.35% | 25.78%+3.6pp | 43.79%-14.4pp | 81.00%-51.7pp |
| Employer contribution / active EE | $4,083 | $2,345+74.1% | $3,865+5.6% | $2,440+67.3% |
| Participant deferral / active EE | $4,062 | $3,585+13.3% | $4,937-17.7% | $3,607+12.6% |
| Admin fee / account holder | $1,970 | $5,517-64.3% | $9,702-79.7% | $5,124-61.5% |