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 | $51,573 | $76,552-32.6% | $123,892-58.4% | $62,891-18.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.48% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $6,121 | $2,883+112.3% | $4,617+32.6% | $2,281+168.3% |
| Participant deferral / active EE | $9,509 | $4,840+96.5% | $5,984+58.9% | $3,203+196.9% |
| Admin fee / account holder | $2,107 | $4,826-56.3% | $8,357-74.8% | $4,296-50.9% |