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 | $52,681 | $87,841-40.0% | $133,980-60.7% | $62,891-16.2% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 8.00% | 12.05%-4.0pp | 29.30%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,438 | $3,483-58.7% | $5,211-72.4% | $2,281-37.0% |
| Participant deferral / active EE | $3,821 | $4,812-20.6% | $6,282-39.2% | $3,203+19.3% |
| Admin fee / account holder | $1,066 | $5,371-80.2% | $9,324-88.6% | $4,296-75.2% |