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 | $53,802 | $87,841-38.8% | $133,980-59.8% | $62,891-14.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | 7.27% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $8,848 | $3,483+154.0% | $5,211+69.8% | $2,281+287.9% |
| Participant deferral / active EE | $11,219 | $4,812+133.1% | $6,282+78.6% | $3,203+250.3% |
| Admin fee / account holder | $9,071 | $5,371+68.9% | $9,324-2.7% | $4,296+111.2% |