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 6-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 | $51,870 | $72,012-28.0% | $185,823-72.1% | $79,858-35.0% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 19.12% | 23.12%-4.0pp | 35.95%-16.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,364 | $1,965+20.3% | $4,087-42.2% | $2,471-4.3% |
| Participant deferral / active EE | $4,473 | $3,779+18.4% | $5,632-20.6% | $3,740+19.6% |
| Admin fee / account holder | $7,098 | $4,513+57.3% | $9,500-25.3% | $5,306+33.8% |