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 | $57,754 | $109,413-47.2% | $156,263-63.0% | $84,808-31.9% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 14.56% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,430 | $2,907+121.2% | $4,333+48.4% | $2,631+144.4% |
| Participant deferral / active EE | $4,040 | $4,590-12.0% | $6,158-34.4% | $4,212-4.1% |
| Admin fee / account holder | $4,664 | $9,357-50.2% | $14,255-67.3% | $7,344-36.5% |