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 | $49,876 | $135,952-63.3% | $123,892-59.7% | $273,961-81.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.18% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,385 | $5,170-73.2% | $4,617-70.0% | $4,869-71.6% |
| Participant deferral / active EE | $3,263 | $6,343-48.6% | $5,984-45.5% | $5,287-38.3% |
| Admin fee / account holder | $382 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |