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 | $49,162 | $56,897-13.6% | $84,750-42.0% | $62,891-21.8% |
| Participation rate | 87.5% | 68.5%+19.0pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 7.48% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,673 | $2,400+11.4% | $3,574-25.2% | $2,281+17.2% |
| Participant deferral / active EE | $4,516 | $2,709+66.7% | $3,712+21.7% | $3,203+41.0% |
| Admin fee / account holder | $2,055 | $3,581-42.6% | $5,332-61.5% | $4,296-52.2% |