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 | $70,588 | $95,453-26.0% | $112,040-37.0% | $82,448-14.4% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.5%+3.0pp | 68.1%+11.4pp |
| Annual return | 15.21% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,688 | $2,318+102.3% | $2,954+58.7% | $2,551+83.8% |
| Participant deferral / active EE | $5,936 | $4,224+40.5% | $5,098+16.4% | $4,139+43.4% |
| Admin fee / account holder | $18,291 | $9,013+102.9% | $12,098+51.2% | $7,234+152.8% |