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 | $61,033 | $81,208-24.8% | $98,907-38.3% | $79,858-23.6% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 28.20% | 60.99%-32.8pp | 196.43%-168.2pp | 31.71%-3.5pp |
| Employer contribution / active EE | $2,627 | $1,960+34.0% | $2,689-2.3% | $2,471+6.3% |
| Participant deferral / active EE | $5,446 | $3,265+66.8% | $4,244+28.3% | $3,740+45.6% |
| Admin fee / account holder | $2,094 | $6,013-65.2% | $6,642-68.5% | $5,306-60.5% |