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 | $48,257 | $76,367-36.8% | $93,606-48.4% | $72,985-33.9% |
| Participation rate | 95.5% | 71.7%+23.8pp | 75.8%+19.7pp | 69.5%+26.0pp |
| Annual return | 19.59% | 25.82%-6.2pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,787 | $2,275+22.5% | $2,718+2.6% | $2,440+14.2% |
| Participant deferral / active EE | $3,015 | $3,538-14.8% | $4,069-25.9% | $3,607-16.4% |
| Admin fee / account holder | $1,513 | $6,838-77.9% | $7,888-80.8% | $5,124-70.5% |