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 | $45,744 | $65,365-30.0% | $92,893-50.8% | $72,985-37.3% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 23.76% | 42.10%-18.3pp | 109.41%-85.7pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,890 | $2,594-27.1% | $3,653-48.3% | $2,440-22.5% |
| Participant deferral / active EE | $5,936 | $3,128+89.7% | $4,236+40.1% | $3,607+64.5% |
| Admin fee / account holder | $4,060 | $4,251-4.5% | $5,794-29.9% | $5,124-20.8% |