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 | $55,976 | $70,475-20.6% | $100,516-44.3% | $79,858-29.9% |
| Participation rate | 97.0% | 73.7%+23.3pp | 79.4%+17.6pp | 69.6%+27.3pp |
| Annual return | 25.33% | 21.90%+3.4pp | 30.89%-5.6pp | 31.71%-6.4pp |
| Employer contribution / active EE | $2,536 | $2,165+17.2% | $3,418-25.8% | $2,471+2.6% |
| Participant deferral / active EE | $7,689 | $5,181+48.4% | $6,270+22.6% | $3,740+105.6% |
| Admin fee / account holder | $2,090 | $4,478-53.3% | $8,081-74.1% | $5,306-60.6% |