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 | $51,193 | $76,367-33.0% | $93,606-45.3% | $72,985-29.9% |
| Participation rate | 90.7% | 71.7%+19.0pp | 75.8%+14.9pp | 69.5%+21.2pp |
| Annual return | 21.19% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,838 | $2,275+24.7% | $2,718+4.4% | $2,440+16.3% |
| Participant deferral / active EE | $4,914 | $3,538+38.9% | $4,069+20.8% | $3,607+36.2% |
| Admin fee / account holder | $1,590 | $6,838-76.8% | $7,888-79.8% | $5,124-69.0% |