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 | $79,056 | $101,724-22.3% | $164,813-52.0% | $80,856-2.2% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.8pp |
| Annual return | 13.34% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,553 | $2,953+88.0% | $4,341+27.9% | $2,755+101.6% |
| Participant deferral / active EE | $3,980 | $4,477-11.1% | $6,031-34.0% | $4,296-7.4% |
| Admin fee / account holder | $4,809 | $8,227-41.5% | $12,690-62.1% | $6,918-30.5% |