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 | $44,646 | $48,076-7.1% | $78,689-43.3% | $62,891-29.0% |
| Participation rate | 94.7% | 65.2%+29.5pp | 73.6%+21.2pp | 69.3%+25.4pp |
| Annual return | 8.40% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,523 | $2,015+74.8% | $2,851+23.6% | $2,281+54.4% |
| Participant deferral / active EE | $5,730 | $2,588+121.4% | $3,517+62.9% | $3,203+78.9% |
| Admin fee / account holder | $6,982 | $3,207+117.7% | $4,510+54.8% | $4,296+62.5% |