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 | $54,656 | $86,929-37.1% | $102,423-46.6% | $80,856-32.4% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.6%+29.8pp |
| Annual return | 19.30% | 18.88%+0.4pp | 29.32%-10.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $5,063 | $2,369+113.7% | $3,023+67.5% | $2,755+83.8% |
| Participant deferral / active EE | $4,031 | $4,118-2.1% | $5,053-20.2% | $4,296-6.2% |
| Admin fee / account holder | $2,830 | $8,049-64.8% | $9,451-70.1% | $6,918-59.1% |