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 | $53,987 | $118,450-54.4% | $98,439-45.2% | $139,434-61.3% |
| Participation rate | 95.2% | 77.4%+17.8pp | 75.2%+20.1pp | 80.3%+14.9pp |
| Annual return | 14.80% | 18.94%-4.1pp | 21.16%-6.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,953 | $3,609-45.9% | $3,048-35.9% | $4,751-58.9% |
| Participant deferral / active EE | $5,958 | $5,392+10.5% | $4,738+25.8% | $6,710-11.2% |
| Admin fee / account holder | $4,434 | $14,026-68.4% | $8,948-50.4% | $11,403-61.1% |