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 | $78,611 | $86,929-9.6% | $102,423-23.2% | $80,856-2.8% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 11.79% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,854 | $2,369+62.7% | $3,023+27.5% | $2,755+39.9% |
| Participant deferral / active EE | $6,686 | $4,118+62.3% | $5,053+32.3% | $4,296+55.6% |
| Admin fee / account holder | $5,674 | $8,049-29.5% | $9,451-40.0% | $6,918-18.0% |