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 | $60,349 | $78,520-23.1% | $96,576-37.5% | $82,448-26.8% |
| Participation rate | 92.9% | 77.7%+15.1pp | 81.4%+11.4pp | 68.1%+24.8pp |
| Annual return | 16.88% | 41.30%-24.4pp | 38.47%-21.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $5,174 | $2,630+96.8% | $3,553+45.6% | $2,551+102.8% |
| Participant deferral / active EE | $10,803 | $6,754+59.9% | $7,956+35.8% | $4,139+161.0% |
| Admin fee / account holder | $12,145 | $13,455-9.7% | $11,381+6.7% | $7,234+67.9% |