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 | $109,881-29.5% | $150,045-48.4% | $84,808-8.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $8,891 | $3,561+149.7% | $4,693+89.4% | $2,631+237.9% |
| Participant deferral / active EE | $4,712 | $6,636-29.0% | $7,997-41.1% | $4,212+11.9% |
| Admin fee / account holder | $48,965 | $8,568+471.5% | $13,435+264.5% | $7,344+566.8% |