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 | $75,435 | $86,929-13.2% | $102,423-26.4% | $80,856-6.7% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 13.95% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,588 | $2,369+51.5% | $3,023+18.7% | $2,755+30.3% |
| Participant deferral / active EE | $4,329 | $4,118+5.1% | $5,053-14.3% | $4,296+0.8% |
| Admin fee / account holder | $703 | $8,049-91.3% | $9,451-92.6% | $6,918-89.8% |