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 | $49,124 | $57,016-13.8% | $84,966-42.2% | $80,856-39.2% |
| Participation rate | 78.6% | 56.3%+22.2pp | 67.5%+11.1pp | 67.6%+10.9pp |
| Annual return | 15.49% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,509 | $1,798+39.5% | $2,727-8.0% | $2,755-8.9% |
| Participant deferral / active EE | $3,262 | $3,110+4.9% | $4,519-27.8% | $4,296-24.1% |
| Admin fee / account holder | $6,300 | $4,980+26.5% | $6,149+2.5% | $6,918-8.9% |