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 | $72,273 | $53,777+34.4% | $134,143-46.1% | $79,858-9.5% |
| Participation rate | 85.7% | 58.8%+26.9pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 13.05% | 19.01%-6.0pp | 36.33%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,149 | $1,321-13.0% | $3,704-69.0% | $2,471-53.5% |
| Participant deferral / active EE | $3,947 | $2,420+63.1% | $3,499+12.8% | $3,740+5.5% |
| Admin fee / account holder | $18,877 | $3,984+373.8% | $6,684+182.4% | $5,306+255.7% |