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 | $64,188 | $81,460-21.2% | $103,333-37.9% | $80,856-20.6% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 15.85% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $7,221 | $3,105+132.5% | $3,868+86.7% | $2,755+162.1% |
| Participant deferral / active EE | $4,503 | $3,869+16.4% | $5,057-11.0% | $4,296+4.8% |
| Admin fee / account holder | $1,269 | $6,566-80.7% | $8,355-84.8% | $6,918-81.7% |