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 | $79,348 | $101,724-22.0% | $164,813-51.9% | $80,856-1.9% |
| Participation rate | 81.6% | 71.8%+9.7pp | 78.6%+3.0pp | 67.6%+13.9pp |
| Annual return | 13.69% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,066 | $2,953+37.7% | $4,341-6.3% | $2,755+47.6% |
| Participant deferral / active EE | $9,302 | $4,477+107.8% | $6,031+54.2% | $4,296+116.5% |
| Admin fee / account holder | $8,260 | $8,227+0.4% | $12,690-34.9% | $6,918+19.4% |