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 | $48,597 | $135,952-64.3% | $123,892-60.8% | $273,961-82.3% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 4.30% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,743 | $5,170-27.6% | $4,617-18.9% | $4,869-23.1% |
| Participant deferral / active EE | $6,194 | $6,343-2.4% | $5,984+3.5% | $5,287+17.1% |
| Admin fee / account holder | $6,155 | $9,817-37.3% | $8,357-26.4% | $10,132-39.3% |