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 | $68,740 | $54,762+25.5% | $90,281-23.9% | $72,985-5.8% |
| Participation rate | 96.1% | 65.1%+30.9pp | 73.3%+22.8pp | 69.5%+26.6pp |
| Annual return | 48.28% | 30.63%+17.6pp | 78.10%-29.8pp | 81.00%-32.7pp |
| Employer contribution / active EE | $2,046 | $2,092-2.2% | $2,854-28.3% | $2,440-16.1% |
| Participant deferral / active EE | $4,235 | $2,887+46.7% | $3,885+9.0% | $3,607+17.4% |
| Admin fee / account holder | $12,437 | $3,972+213.1% | $5,351+132.4% | $5,124+142.7% |