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 | $52,721 | $80,724-34.7% | $103,333-49.0% | $74,495-29.2% |
| Participation rate | 97.3% | 65.7%+31.6pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 26.92% | 27.56%-0.6pp | 24.88%+2.0pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $2,292 | $3,157-27.4% | $3,868-40.7% | $2,623-12.6% |
| Participant deferral / active EE | $5,626 | $3,860+45.7% | $5,057+11.2% | $4,346+29.5% |
| Admin fee / account holder | $6,241 | $2,368+163.5% | $8,355-25.3% | $1,942+221.4% |