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 | $51,551 | $124,281-58.5% | $109,143-52.8% | $167,490-69.2% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 14.70% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,890 | $4,207-7.5% | $3,722+4.5% | $4,837-19.6% |
| Participant deferral / active EE | $8,130 | $5,255+54.7% | $4,653+74.7% | $6,341+28.2% |
| Admin fee / account holder | $12,059 | $7,970+51.3% | $6,752+78.6% | $12,309-2.0% |