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 | $79,664 | $86,929-8.4% | $102,423-22.2% | $80,856-1.5% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.6%+29.9pp |
| Annual return | 12.09% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,647 | $2,369+138.3% | $3,023+86.8% | $2,755+105.0% |
| Participant deferral / active EE | $7,055 | $4,118+71.3% | $5,053+39.6% | $4,296+64.2% |
| Admin fee / account holder | $1,753 | $8,049-78.2% | $9,451-81.5% | $6,918-74.7% |