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 | $53,749 | $81,248-33.8% | $155,509-65.4% | $80,856-33.5% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 17.53% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $5,879 | $3,100+89.6% | $4,672+25.8% | $2,755+113.4% |
| Participant deferral / active EE | $3,565 | $3,452+3.3% | $5,626-36.6% | $4,296-17.0% |
| Admin fee / account holder | $1,855 | $7,997-76.8% | $15,912-88.3% | $6,918-73.2% |