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 | $46,763 | $87,841-46.8% | $133,980-65.1% | $62,891-25.6% |
| Participation rate | 84.8% | 83.4%+1.4pp | 87.1%-2.3pp | 69.3%+15.5pp |
| Annual return | 10.32% | 12.05%-1.7pp | 29.30%-19.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,664 | $3,483+33.9% | $5,211-10.5% | $2,281+104.5% |
| Participant deferral / active EE | $13,033 | $4,812+170.8% | $6,282+107.5% | $3,203+306.9% |
| Admin fee / account holder | $812 | $5,371-84.9% | $9,324-91.3% | $4,296-81.1% |