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 | $53,723 | $80,968-33.6% | $96,544-44.4% | $75,163-28.5% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | 13.21% | 27.06%-13.9pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,498 | $2,282-34.4% | $2,965-49.5% | $2,670-43.9% |
| Participant deferral / active EE | $4,743 | $3,928+20.7% | $4,851-2.2% | $4,125+15.0% |
| Admin fee / account holder | $6,104 | $6,724-9.2% | $8,252-26.0% | $5,651+8.0% |