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 | $60,085 | $48,076+25.0% | $78,689-23.6% | $62,891-4.5% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | 8.03% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,588 | $2,015+127.7% | $2,851+61.0% | $2,281+101.2% |
| Participant deferral / active EE | $2,945 | $2,588+13.8% | $3,517-16.2% | $3,203-8.0% |
| Admin fee / account holder | $1,454 | $3,207-54.7% | $4,510-67.8% | $4,296-66.1% |