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 7-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 | $48,228 | $80,673-40.2% | $101,326-52.4% | $84,808-43.1% |
| Participation rate | 98.5% | 77.8%+20.7pp | 81.5%+17.0pp | 68.3%+30.2pp |
| Annual return | 21.28% | 38.95%-17.7pp | 36.82%-15.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $4,430 | $2,698+64.2% | $3,665+20.9% | $2,631+68.4% |
| Participant deferral / active EE | $8,618 | $6,840+26.0% | $7,994+7.8% | $4,212+104.6% |
| Admin fee / account holder | $5,048 | $12,784-60.5% | $11,185-54.9% | $7,344-31.3% |