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 4-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 | $49,512 | $80,968-38.8% | $96,544-48.7% | $75,163-34.1% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 19.99% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,545 | $2,282+11.5% | $2,965-14.2% | $2,670-4.7% |
| Participant deferral / active EE | $4,264 | $3,928+8.6% | $4,851-12.1% | $4,125+3.4% |
| Admin fee / account holder | $4,693 | $6,724-30.2% | $8,252-43.1% | $5,651-17.0% |