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 | $57,264 | $72,277-20.8% | $101,248-43.4% | $79,858-28.3% |
| Participation rate | 98.7% | 68.5%+30.3pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | 14.07% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,871 | $2,692+6.7% | $3,660-21.5% | $2,471+16.2% |
| Participant deferral / active EE | $5,136 | $3,282+56.5% | $4,370+17.5% | $3,740+37.3% |
| Admin fee / account holder | $7,811 | $4,400+77.5% | $5,945+31.4% | $5,306+47.2% |