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 | $77,358 | $83,477-7.3% | $125,175-38.2% | $72,985+6.0% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 17.30% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $5,873 | $2,345+150.4% | $3,865+51.9% | $2,440+140.7% |
| Participant deferral / active EE | $8,129 | $3,585+126.7% | $4,937+64.7% | $3,607+125.3% |
| Admin fee / account holder | $12,780 | $5,517+131.6% | $9,702+31.7% | $5,124+149.4% |