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 | $50,353 | $56,897-11.5% | $84,750-40.6% | $62,891-19.9% |
| Participation rate | 88.4% | 68.5%+19.9pp | 76.6%+11.8pp | 69.3%+19.1pp |
| Annual return | 7.80% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,527 | $2,400+47.0% | $3,574-1.3% | $2,281+54.6% |
| Participant deferral / active EE | $5,833 | $2,709+115.3% | $3,712+57.1% | $3,203+82.1% |
| Admin fee / account holder | $3,235 | $3,581-9.7% | $5,332-39.3% | $4,296-24.7% |