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 | $70,248 | $86,929-19.2% | $102,423-31.4% | $80,856-13.1% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 11.19% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,375 | $2,369+42.4% | $3,023+11.6% | $2,755+22.5% |
| Participant deferral / active EE | $5,771 | $4,118+40.1% | $5,053+14.2% | $4,296+34.3% |
| Admin fee / account holder | $11,375 | $8,049+41.3% | $9,451+20.4% | $6,918+64.4% |