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 | $47,783 | $95,803-50.1% | $113,168-57.8% | $84,808-43.7% |
| Participation rate | 91.9% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.6pp |
| Annual return | 17.76% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,198 | $2,360-6.9% | $2,975-26.1% | $2,631-16.4% |
| Participant deferral / active EE | $5,599 | $4,242+32.0% | $5,107+9.6% | $4,212+32.9% |
| Admin fee / account holder | $2,951 | $8,989-67.2% | $12,068-75.5% | $7,344-59.8% |