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 | $49,097 | $62,672-21.7% | $185,117-73.5% | $70,131-30.0% |
| Participation rate | 88.9% | 63.8%+25.1pp | 77.3%+11.6pp | 69.5%+19.3pp |
| Annual return | 16.71% | 40.79%-24.1pp | 40.50%-23.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,654 | $1,753-5.7% | $4,182-60.5% | $2,342-29.4% |
| Participant deferral / active EE | $4,926 | $3,272+50.6% | $5,045-2.4% | $3,332+47.9% |
| Admin fee / account holder | $3,106 | $3,932-21.0% | $8,159-61.9% | $4,645-33.1% |