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 | $59,740 | $79,944-25.3% | $98,439-39.3% | $75,163-20.5% |
| Participation rate | 90.5% | 70.4%+20.1pp | 75.2%+15.3pp | 67.2%+23.3pp |
| Annual return | 18.17% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,783 | $2,264-21.3% | $3,048-41.5% | $2,670-33.2% |
| Participant deferral / active EE | $5,776 | $3,752+53.9% | $4,738+21.9% | $4,125+40.0% |
| Admin fee / account holder | $7,263 | $6,840+6.2% | $8,948-18.8% | $5,651+28.5% |