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 | $63,458 | $101,724-37.6% | $164,813-61.5% | $80,856-21.5% |
| Participation rate | 89.1% | 71.8%+17.3pp | 78.6%+10.5pp | 67.6%+21.5pp |
| Annual return | 12.26% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,917 | $2,953+100.4% | $4,341+36.3% | $2,755+114.8% |
| Participant deferral / active EE | $4,967 | $4,477+10.9% | $6,031-17.6% | $4,296+15.6% |
| Admin fee / account holder | $2,941 | $8,227-64.2% | $12,690-76.8% | $6,918-57.5% |