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 | $80,447 | $109,413-26.5% | $156,263-48.5% | $84,808-5.1% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 18.74% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,752 | $2,907+97.9% | $4,333+32.7% | $2,631+118.6% |
| Participant deferral / active EE | $6,432 | $4,590+40.1% | $6,158+4.4% | $4,212+52.7% |
| Admin fee / account holder | $3,724 | $9,357-60.2% | $14,255-73.9% | $7,344-49.3% |