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 | $77,438 | $106,749-27.5% | $145,433-46.8% | $82,448-6.1% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $8,891 | $3,444+158.1% | $4,554+95.2% | $2,551+248.5% |
| Participant deferral / active EE | $4,712 | $6,519-27.7% | $7,897-40.3% | $4,139+13.8% |
| Admin fee / account holder | $48,965 | $8,390+483.6% | $13,129+273.0% | $7,234+576.8% |