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 | $51,756 | $80,717-35.9% | $154,803-66.6% | $84,808-39.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 14.81% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,871 | $2,761+4.0% | $4,305-33.3% | $2,631+9.1% |
| Participant deferral / active EE | $5,502 | $3,303+66.6% | $5,540-0.7% | $4,212+30.6% |
| Admin fee / account holder | $7,461 | $6,746+10.6% | $14,329-47.9% | $7,344+1.6% |