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 | $48,989 | $73,933-33.7% | $96,683-49.3% | $75,163-34.8% |
| Participation rate | 97.4% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.2pp |
| Annual return | 19.00% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,046 | $2,928+4.0% | $3,737-18.5% | $2,670+14.1% |
| Participant deferral / active EE | $5,301 | $3,659+44.9% | $4,878+8.7% | $4,125+28.5% |
| Admin fee / account holder | $559 | $5,216-89.3% | $6,730-91.7% | $5,651-90.1% |