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 | $46,782 | $123,793-62.2% | $177,821-73.7% | $79,858-41.4% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 14.80% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $4,327 | $4,095+5.7% | $5,918-26.9% | $2,471+75.1% |
| Participant deferral / active EE | $7,494 | $5,956+25.8% | $7,714-2.9% | $3,740+100.4% |
| Admin fee / account holder | $12,141 | $7,243+67.6% | $12,427-2.3% | $5,306+128.8% |