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 | $48,042 | $95,803-49.9% | $113,168-57.5% | $84,808-43.4% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 14.06% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,563 | $2,360+93.3% | $2,975+53.4% | $2,631+73.4% |
| Participant deferral / active EE | $3,666 | $4,242-13.6% | $5,107-28.2% | $4,212-13.0% |
| Admin fee / account holder | $7,503 | $8,989-16.5% | $12,068-37.8% | $7,344+2.2% |