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 | $75,024 | $101,724-26.2% | $164,813-54.5% | $80,856-7.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.93% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,725 | $2,953+60.0% | $4,341+8.8% | $2,755+71.5% |
| Participant deferral / active EE | $4,300 | $4,477-4.0% | $6,031-28.7% | $4,296+0.1% |
| Admin fee / account holder | $1,868 | $8,227-77.3% | $12,690-85.3% | $6,918-73.0% |