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 | $48,619 | $101,724-52.2% | $164,813-70.5% | $80,856-39.9% |
| Participation rate | 89.1% | 71.8%+17.3pp | 78.6%+10.5pp | 67.6%+21.5pp |
| Annual return | 11.61% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,252 | $2,953+44.0% | $4,341-2.0% | $2,755+54.4% |
| Participant deferral / active EE | $2,119 | $4,477-52.7% | $6,031-64.9% | $4,296-50.7% |
| Admin fee / account holder | $3,269 | $8,227-60.3% | $12,690-74.2% | $6,918-52.7% |