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 | $48,106 | $86,286-44.2% | $111,297-56.8% | $85,850-44.0% |
| Participation rate | 91.0% | 73.3%+17.7pp | 77.3%+13.7pp | 69.3%+21.7pp |
| Annual return | 18.27% | 19.99%-1.7pp | 54.65%-36.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,503 | $2,043-26.4% | $2,731-45.0% | $2,565-41.4% |
| Participant deferral / active EE | $5,911 | $3,641+62.4% | $4,487+31.7% | $3,952+49.6% |
| Admin fee / account holder | $8,707 | $8,188+6.3% | $7,964+9.3% | $6,260+39.1% |