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 6-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 | $57,153 | $109,413-47.8% | $156,263-63.4% | $84,808-32.6% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 18.55% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $8,359 | $2,907+187.6% | $4,333+92.9% | $2,631+217.7% |
| Participant deferral / active EE | $14,590 | $4,590+217.9% | $6,158+136.9% | $4,212+246.4% |
| Admin fee / account holder | $12,757 | $9,357+36.3% | $14,255-10.5% | $7,344+73.7% |