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 | $47,981 | $57,990-17.3% | $76,190-37.0% | $80,856-40.7% |
| Participation rate | 96.4% | 73.7%+22.7pp | 79.3%+17.1pp | 67.6%+28.7pp |
| Annual return | 15.19% | 15.89%-0.7pp | 13.78%+1.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,771 | $3,565+5.8% | $4,578-17.6% | $2,755+36.9% |
| Participant deferral / active EE | $4,309 | $3,814+13.0% | $5,474-21.3% | $4,296+0.3% |
| Admin fee / account holder | $1,133 | $5,668-80.0% | $5,123-77.9% | $6,918-83.6% |