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 | $74,678 | $57,016+31.0% | $84,966-12.1% | $80,856-7.6% |
| Participation rate | 98.0% | 56.3%+41.7pp | 67.5%+30.5pp | 67.6%+30.4pp |
| Annual return | 14.51% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,899 | $1,798+172.5% | $2,727+79.6% | $2,755+77.8% |
| Participant deferral / active EE | $2,765 | $3,110-11.1% | $4,519-38.8% | $4,296-35.6% |
| Admin fee / account holder | $4,598 | $4,980-7.7% | $6,149-25.2% | $6,918-33.5% |