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 | $55,925 | $72,277-22.6% | $101,248-44.8% | $79,858-30.0% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 16.94% | 22.30%-5.4pp | 46.47%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,079 | $2,692+14.4% | $3,660-15.9% | $2,471+24.6% |
| Participant deferral / active EE | $3,965 | $3,282+20.8% | $4,370-9.3% | $3,740+6.0% |
| Admin fee / account holder | $1,273 | $4,400-71.1% | $5,945-78.6% | $5,306-76.0% |