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 | $74,822 | $109,413-31.6% | $156,263-52.1% | $84,808-11.8% |
| Participation rate | 90.5% | 72.7%+17.8pp | 78.9%+11.6pp | 68.3%+22.2pp |
| Annual return | 38.96% | 20.18%+18.8pp | 59.47%-20.5pp | 40.90%-1.9pp |
| Employer contribution / active EE | $3,231 | $2,907+11.2% | $4,333-25.4% | $2,631+22.8% |
| Participant deferral / active EE | $6,692 | $4,590+45.8% | $6,158+8.7% | $4,212+58.9% |
| Admin fee / account holder | $18,952 | $9,357+102.6% | $14,255+33.0% | $7,344+158.1% |