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 | $49,866 | $81,446-38.8% | $103,374-51.8% | $80,874-38.3% |
| Participation rate | 76.5% | 66.9%+9.6pp | 74.5%+2.0pp | 67.6%+8.8pp |
| Annual return | 17.13% | 25.57%-8.4pp | 24.89%-7.8pp | 35.62%-18.5pp |
| Employer contribution / active EE | $3,774 | $3,107+21.5% | $3,869-2.5% | $2,756+37.0% |
| Participant deferral / active EE | $5,870 | $3,870+51.7% | $5,058+16.1% | $4,297+36.6% |
| Admin fee / account holder | $4,290 | $6,715-36.1% | $8,394-48.9% | $6,935-38.1% |