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 | $50,746 | $90,503-43.9% | $78,689-35.5% | $273,961-81.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 4.53% | 75.60%-71.1pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,445 | $3,176-23.0% | $2,851-14.2% | $4,869-49.8% |
| Participant deferral / active EE | $5,068 | $3,901+29.9% | $3,517+44.1% | $5,287-4.1% |
| Admin fee / account holder | $12,873 | $5,263+144.6% | $4,510+185.4% | $10,132+27.1% |