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 | $51,522 | $86,929-40.7% | $102,423-49.7% | $80,856-36.3% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 11.89% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,377 | $2,369+126.9% | $3,023+77.8% | $2,755+95.2% |
| Participant deferral / active EE | $9,922 | $4,118+140.9% | $5,053+96.4% | $4,296+131.0% |
| Admin fee / account holder | $23,196 | $8,049+188.2% | $9,451+145.4% | $6,918+235.3% |