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 | $54,850 | $91,190-39.9% | $178,490-69.3% | $79,858-31.3% |
| Participation rate | 89.2% | 69.2%+20.0pp | 81.9%+7.3pp | 69.6%+19.6pp |
| Annual return | 29.51% | 24.19%+5.3pp | 151.07%-121.6pp | 31.71%-2.2pp |
| Employer contribution / active EE | $1,760 | $3,256-46.0% | $5,011-64.9% | $2,471-28.8% |
| Participant deferral / active EE | $3,881 | $3,236+19.9% | $5,202-25.4% | $3,740+3.8% |
| Admin fee / account holder | $2,138 | $6,751-68.3% | $13,984-84.7% | $5,306-59.7% |