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 | $47,588 | $54,762-13.1% | $90,281-47.3% | $72,985-34.8% |
| Participation rate | 96.4% | 65.1%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 18.88% | 30.63%-11.8pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,049 | $2,092-2.1% | $2,854-28.2% | $2,440-16.0% |
| Participant deferral / active EE | $3,945 | $2,887+36.6% | $3,885+1.5% | $3,607+9.3% |
| Admin fee / account holder | $4,313 | $3,972+8.6% | $5,351-19.4% | $5,124-15.8% |