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 | $39,107 | $56,897-31.3% | $84,750-53.9% | $62,891-37.8% |
| Participation rate | 78.7% | 68.5%+10.1pp | 76.6%+2.1pp | 69.3%+9.3pp |
| Annual return | 7.21% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,100 | $2,400+70.8% | $3,574+14.7% | $2,281+79.7% |
| Participant deferral / active EE | $1,715 | $2,709-36.7% | $3,712-53.8% | $3,203-46.4% |
| Admin fee / account holder | $5,237 | $3,581+46.3% | $5,332-1.8% | $4,296+21.9% |