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 | $49,929 | $60,349-17.3% | $74,183-32.7% | $62,891-20.6% |
| Participation rate | 96.0% | 72.7%+23.3pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 8.91% | 21.37%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,729 | $1,680+62.4% | $2,370+15.1% | $2,281+19.6% |
| Participant deferral / active EE | $5,535 | $2,856+93.8% | $3,550+55.9% | $3,203+72.8% |
| Admin fee / account holder | $4,982 | $4,261+16.9% | $5,586-10.8% | $4,296+16.0% |