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 | $50,219 | $94,625-46.9% | $116,228-56.8% | $84,808-40.8% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.8pp |
| Annual return | 17.69% | 20.40%-2.7pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,760 | $2,347+17.6% | $2,994-7.8% | $2,631+4.9% |
| Participant deferral / active EE | $4,809 | $3,972+21.1% | $4,953-2.9% | $4,212+14.2% |
| Admin fee / account holder | $2,973 | $10,091-70.5% | $11,989-75.2% | $7,344-59.5% |