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 | $61,702 | $86,929-29.0% | $102,423-39.8% | $80,856-23.7% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.6%+20.8pp |
| Annual return | 12.15% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,828 | $2,369+103.7% | $3,023+59.7% | $2,755+75.2% |
| Participant deferral / active EE | $3,676 | $4,118-10.7% | $5,053-27.3% | $4,296-14.4% |
| Admin fee / account holder | $12,501 | $8,049+55.3% | $9,451+32.3% | $6,918+80.7% |