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 | $62,824 | $76,552-17.9% | $123,892-49.3% | $62,891-0.1% |
| Participation rate | 97.1% | 73.0%+24.2pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 9.14% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $6,258 | $2,883+117.1% | $4,617+35.5% | $2,281+174.4% |
| Participant deferral / active EE | $11,522 | $4,840+138.1% | $5,984+92.5% | $3,203+259.7% |
| Admin fee / account holder | $8,996 | $4,826+86.4% | $8,357+7.6% | $4,296+109.4% |