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 | $46,004 | $78,672-41.5% | $109,143-57.9% | $85,850-46.4% |
| Participation rate | 93.8% | 68.3%+25.5pp | 75.9%+17.9pp | 69.3%+24.4pp |
| Annual return | 15.61% | 25.09%-9.5pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,822 | $2,735+3.2% | $3,722-24.2% | $2,565+10.0% |
| Participant deferral / active EE | $5,033 | $3,467+45.1% | $4,653+8.2% | $3,952+27.4% |
| Admin fee / account holder | $11,286 | $5,469+106.4% | $6,752+67.1% | $6,260+80.3% |