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 | $47,733 | $89,355-46.6% | $141,162-66.2% | $72,985-34.6% |
| Participation rate | 85.1% | 75.1%+10.0pp | 82.5%+2.6pp | 69.5%+15.6pp |
| Annual return | 22.58% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,012 | $3,114-3.3% | $4,735-36.4% | $2,440+23.4% |
| Participant deferral / active EE | $5,387 | $5,418-0.6% | $6,709-19.7% | $3,607+49.3% |
| Admin fee / account holder | $3,008 | $5,958-49.5% | $10,261-70.7% | $5,124-41.3% |