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 | $43,285 | $53,777-19.5% | $134,143-67.7% | $79,858-45.8% |
| Participation rate | 78.8% | 58.8%+20.0pp | 72.2%+6.6pp | 69.6%+9.2pp |
| Annual return | 18.45% | 19.01%-0.6pp | 36.33%-17.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,873 | $1,321+117.4% | $3,704-22.4% | $2,471+16.3% |
| Participant deferral / active EE | $3,748 | $2,420+54.9% | $3,499+7.1% | $3,740+0.2% |
| Admin fee / account holder | $5,105 | $3,984+28.1% | $6,684-23.6% | $5,306-3.8% |