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 | $52,413 | $81,460-35.7% | $103,333-49.3% | $80,856-35.2% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 15.17% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $8,629 | $3,105+177.9% | $3,868+123.1% | $2,755+213.2% |
| Participant deferral / active EE | $5,184 | $3,869+34.0% | $5,057+2.5% | $4,296+20.7% |
| Admin fee / account holder | $4,909 | $6,566-25.2% | $8,355-41.2% | $6,918-29.0% |