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 | $81,382 | $63,764+27.6% | $81,930-0.7% | $79,858+1.9% |
| Participation rate | 90.0% | 67.5%+22.5pp | 72.0%+18.0pp | 69.6%+20.4pp |
| Annual return | 10.96% | 22.66%-11.7pp | 29.49%-18.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,000 | $1,795+67.1% | $4,310-30.4% | $2,471+21.4% |
| Participant deferral / active EE | $4,694 | $2,780+68.8% | $7,107-34.0% | $3,740+25.5% |
| Admin fee / account holder | $3,383 | $4,426-23.6% | $5,158-34.4% | $5,306-36.2% |