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 | $47,579 | $76,552-37.8% | $123,892-61.6% | $62,891-24.3% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 14.22% | 18.68%-4.5pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $3,019 | $2,883+4.7% | $4,617-34.6% | $2,281+32.3% |
| Participant deferral / active EE | $8,195 | $4,840+69.3% | $5,984+37.0% | $3,203+155.9% |
| Admin fee / account holder | $7,282 | $4,826+50.9% | $8,357-12.9% | $4,296+69.5% |