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 | $47,930 | $77,634-38.3% | $156,549-69.4% | $62,891-23.8% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 6.27% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,918 | $3,444+13.8% | $5,501-28.8% | $2,281+71.8% |
| Participant deferral / active EE | $5,104 | $3,045+67.6% | $4,871+4.8% | $3,203+59.3% |
| Admin fee / account holder | $5,102 | $5,561-8.3% | $13,027-60.8% | $4,296+18.8% |