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 | $52,631 | $57,354-8.2% | $83,848-37.2% | $64,186-18.0% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | 5.05% | 11.38%-6.3pp | 850.88%-845.8pp | 7.63%-2.6pp |
| Employer contribution / active EE | $2,375 | $2,545-6.7% | $3,631-34.6% | $2,381-0.2% |
| Participant deferral / active EE | $4,874 | $2,993+62.8% | $4,082+19.4% | $3,470+40.5% |
| Admin fee / account holder | $5,300 | $4,046+31.0% | $5,478-3.3% | $4,888+8.4% |