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 | $47,351 | $72,277-34.5% | $101,248-53.2% | $79,858-40.7% |
| Participation rate | 96.1% | 68.5%+27.6pp | 75.8%+20.3pp | 69.6%+26.4pp |
| Annual return | 24.79% | 22.30%+2.5pp | 46.47%-21.7pp | 31.71%-6.9pp |
| Employer contribution / active EE | $5,711 | $2,692+112.2% | $3,660+56.1% | $2,471+131.1% |
| Participant deferral / active EE | $3,505 | $3,282+6.8% | $4,370-19.8% | $3,740-6.3% |
| Admin fee / account holder | $2,024 | $4,400-54.0% | $5,945-66.0% | $5,306-61.9% |