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 | $60,177 | $76,552-21.4% | $123,892-51.4% | $62,891-4.3% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.2pp |
| Annual return | 23.80% | 18.68%+5.1pp | 47.52%-23.7pp | 20.14%+3.7pp |
| Employer contribution / active EE | $5,348 | $2,883+85.5% | $4,617+15.8% | $2,281+134.5% |
| Participant deferral / active EE | $8,835 | $4,840+82.5% | $5,984+47.6% | $3,203+175.8% |
| Admin fee / account holder | $8,831 | $4,826+83.0% | $8,357+5.7% | $4,296+105.6% |