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 | $58,169 | $58,523-0.6% | $99,443-41.5% | $72,985-20.3% |
| Participation rate | 82.1% | 64.6%+17.5pp | 73.8%+8.3pp | 69.5%+12.7pp |
| Annual return | 28.20% | 28.51%-0.3pp | 30.72%-2.5pp | 81.00%-52.8pp |
| Employer contribution / active EE | $5,256 | $1,512+247.6% | $2,540+107.0% | $2,440+115.4% |
| Participant deferral / active EE | $13,584 | $2,606+421.3% | $3,619+275.4% | $3,607+276.6% |
| Admin fee / account holder | $11,135 | $4,102+171.5% | $6,250+78.2% | $5,124+117.3% |