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 | $49,882 | $72,277-31.0% | $101,248-50.7% | $79,858-37.5% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 15.81% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,543 | $2,692-5.5% | $3,660-30.5% | $2,471+2.9% |
| Participant deferral / active EE | $4,555 | $3,282+38.8% | $4,370+4.2% | $3,740+21.8% |
| Admin fee / account holder | $6,349 | $4,400+44.3% | $5,945+6.8% | $5,306+19.7% |