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 | $49,365 | $60,349-18.2% | $74,183-33.5% | $62,891-21.5% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 6.81% | 21.37%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,584 | $1,680+53.8% | $2,370+9.0% | $2,281+13.3% |
| Participant deferral / active EE | $5,334 | $2,856+86.8% | $3,550+50.3% | $3,203+66.5% |
| Admin fee / account holder | $2,609 | $4,261-38.8% | $5,586-53.3% | $4,296-39.3% |