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 | $65,979 | $76,552-13.8% | $123,892-46.7% | $62,891+4.9% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.5pp | 69.3%+28.7pp |
| Annual return | 14.96% | 18.68%-3.7pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $7,963 | $2,883+176.2% | $4,617+72.5% | $2,281+249.1% |
| Participant deferral / active EE | $10,095 | $4,840+108.6% | $5,984+68.7% | $3,203+215.2% |
| Admin fee / account holder | $2,299 | $4,826-52.4% | $8,357-72.5% | $4,296-46.5% |