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 | $50,568 | $80,717-37.4% | $154,803-67.3% | $84,808-40.4% |
| Participation rate | 98.6% | 66.8%+31.8pp | 78.1%+20.6pp | 68.3%+30.3pp |
| Annual return | 14.30% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,076 | $2,761+47.6% | $4,305-5.3% | $2,631+54.9% |
| Participant deferral / active EE | $2,159 | $3,303-34.6% | $5,540-61.0% | $4,212-48.7% |
| Admin fee / account holder | $4,750 | $6,746-29.6% | $14,329-66.8% | $7,344-35.3% |