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 | $52,452 | $73,933-29.1% | $96,683-45.7% | $75,163-30.2% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 14.79% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,667 | $2,928-8.9% | $3,737-28.6% | $2,670-0.1% |
| Participant deferral / active EE | $4,618 | $3,659+26.2% | $4,878-5.3% | $4,125+11.9% |
| Admin fee / account holder | $5,242 | $5,216+0.5% | $6,730-22.1% | $5,651-7.2% |