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 | $49,559 | $81,460-39.2% | $103,333-52.0% | $80,856-38.7% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,535 | $3,105+13.9% | $3,868-8.6% | $2,755+28.3% |
| Participant deferral / active EE | $3,643 | $3,869-5.8% | $5,057-28.0% | $4,296-15.2% |
| Admin fee / account holder | $7,040 | $6,566+7.2% | $8,355-15.7% | $6,918+1.8% |