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 | $47,654 | $78,520-39.3% | $96,576-50.7% | $82,448-42.2% |
| Participation rate | 92.9% | 77.7%+15.1pp | 81.4%+11.4pp | 68.1%+24.8pp |
| Annual return | 17.60% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,699 | $2,630+40.7% | $3,553+4.1% | $2,551+45.0% |
| Participant deferral / active EE | $8,014 | $6,754+18.7% | $7,956+0.7% | $4,139+93.6% |
| Admin fee / account holder | $4,305 | $13,455-68.0% | $11,381-62.2% | $7,234-40.5% |