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 | $57,105 | $93,571-39.0% | $135,903-58.0% | $75,163-24.0% |
| Participation rate | 97.6% | 75.2%+22.5pp | 81.9%+15.7pp | 67.2%+30.5pp |
| Annual return | 22.03% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,844 | $3,537+8.7% | $4,856-20.8% | $2,670+44.0% |
| Participant deferral / active EE | $7,815 | $6,404+22.0% | $7,758+0.7% | $4,125+89.4% |
| Admin fee / account holder | $3,098 | $6,975-55.6% | $10,762-71.2% | $5,651-45.2% |