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 | $58,966 | $81,460-27.6% | $103,333-42.9% | $80,856-27.1% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 13.90% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,596 | $3,105-16.4% | $3,868-32.9% | $2,755-5.8% |
| Participant deferral / active EE | $6,506 | $3,869+68.2% | $5,057+28.6% | $4,296+51.4% |
| Admin fee / account holder | $2,006 | $6,566-69.5% | $8,355-76.0% | $6,918-71.0% |