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 | $46,873 | $149,679-68.7% | $117,039-60.0% | $147,584-68.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 77.2%+12.8pp | 82.8%+7.2pp |
| Annual return | 18.55% | 19.31%-0.8pp | 18.95%-0.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,374 | $4,937+8.9% | $3,785+42.0% | $4,876+10.2% |
| Participant deferral / active EE | $3,213 | $4,912-34.6% | $3,929-18.2% | $5,439-40.9% |
| Admin fee / account holder | $2,223 | $7,856-71.7% | $5,974-62.8% | $10,885-79.6% |