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 | $53,646 | $81,460-34.1% | $103,333-48.1% | $80,856-33.7% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.6%+30.2pp |
| Annual return | 11.49% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $7,667 | $3,105+146.9% | $3,868+98.2% | $2,755+178.3% |
| Participant deferral / active EE | $2,364 | $3,869-38.9% | $5,057-53.3% | $4,296-45.0% |
| Admin fee / account holder | $6,583 | $6,566+0.2% | $8,355-21.2% | $6,918-4.8% |