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 | $71,835 | $81,460-11.8% | $103,333-30.5% | $80,856-11.2% |
| Participation rate | 82.2% | 66.8%+15.4pp | 74.5%+7.7pp | 67.6%+14.6pp |
| Annual return | 10.72% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,696 | $3,105-13.2% | $3,868-30.3% | $2,755-2.1% |
| Participant deferral / active EE | $6,371 | $3,869+64.7% | $5,057+26.0% | $4,296+48.3% |
| Admin fee / account holder | $610 | $6,566-90.7% | $8,355-92.7% | $6,918-91.2% |