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 | $56,159 | $81,460-31.1% | $103,333-45.7% | $80,856-30.5% |
| Participation rate | 83.1% | 66.8%+16.2pp | 74.5%+8.5pp | 67.6%+15.4pp |
| Annual return | 16.33% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $5,086 | $3,105+63.8% | $3,868+31.5% | $2,755+84.6% |
| Participant deferral / active EE | $3,562 | $3,869-7.9% | $5,057-29.6% | $4,296-17.1% |
| Admin fee / account holder | $6,307 | $6,566-4.0% | $8,355-24.5% | $6,918-8.8% |