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 | $53,451 | $79,944-33.1% | $98,439-45.7% | $75,163-28.9% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.4pp | 67.2%+30.4pp |
| Annual return | 13.53% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,616 | $2,264+103.9% | $3,048+51.4% | $2,670+72.9% |
| Participant deferral / active EE | $3,648 | $3,752-2.8% | $4,738-23.0% | $4,125-11.6% |
| Admin fee / account holder | $3,963 | $6,840-42.1% | $8,948-55.7% | $5,651-29.9% |