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 | $47,671 | $72,492-34.2% | $87,100-45.3% | $72,985-34.7% |
| Participation rate | 92.2% | 72.8%+19.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 22.44% | 24.46%-2.0pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,601 | $1,894+37.3% | $2,521+3.1% | $2,440+6.6% |
| Participant deferral / active EE | $4,875 | $3,270+49.1% | $4,049+20.4% | $3,607+35.1% |
| Admin fee / account holder | $3,004 | $5,055-40.6% | $7,497-59.9% | $5,124-41.4% |