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 | $62,568 | $79,944-21.7% | $98,439-36.4% | $75,163-16.8% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.2%+7.0pp | 67.2%+15.0pp |
| Annual return | 18.28% | 19.75%-1.5pp | 21.16%-2.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,797 | $2,264+67.7% | $3,048+24.6% | $2,670+42.2% |
| Participant deferral / active EE | $7,413 | $3,752+97.6% | $4,738+56.5% | $4,125+79.7% |
| Admin fee / account holder | $5,649 | $6,840-17.4% | $8,948-36.9% | $5,6510% |