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 | $84,375 | $109,413-22.9% | $156,263-46.0% | $84,808-0.5% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 18.19% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,894 | $2,907-0.5% | $4,333-33.2% | $2,631+10.0% |
| Participant deferral / active EE | $9,889 | $4,590+115.5% | $6,158+60.6% | $4,212+134.8% |
| Admin fee / account holder | $14,363 | $9,357+53.5% | $14,255+0.8% | $7,344+95.6% |