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 | $69,671 | $80,717-13.7% | $154,803-55.0% | $84,808-17.8% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 18.46% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $6,022 | $2,761+118.1% | $4,305+39.9% | $2,631+128.9% |
| Participant deferral / active EE | $4,008 | $3,303+21.4% | $5,540-27.7% | $4,212-4.8% |
| Admin fee / account holder | $2,117 | $6,746-68.6% | $14,329-85.2% | $7,344-71.2% |