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 | $42,125 | $39,122+7.7% | $57,179-26.3% | $62,891-33.0% |
| Participation rate | 98.6% | 70.5%+28.1pp | 75.3%+23.2pp | 69.3%+29.3pp |
| Annual return | 6.52% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,097 | $1,874+11.9% | $2,682-21.8% | $2,281-8.1% |
| Participant deferral / active EE | $4,275 | $2,374+80.1% | $3,096+38.1% | $3,203+33.5% |
| Admin fee / account holder | $2,168 | $2,592-16.4% | $3,139-30.9% | $4,296-49.5% |