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 | $54,980 | $81,460-32.5% | $103,333-46.8% | $80,856-32.0% |
| Participation rate | 93.5% | 66.8%+26.6pp | 74.5%+19.0pp | 67.6%+25.8pp |
| Annual return | 11.48% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,545 | $3,105-50.2% | $3,868-60.1% | $2,755-43.9% |
| Participant deferral / active EE | $5,074 | $3,869+31.1% | $5,057+0.3% | $4,296+18.1% |
| Admin fee / account holder | $6,619 | $6,566+0.8% | $8,355-20.8% | $6,918-4.3% |