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 | $33,820 | $56,053-39.7% | $75,972-55.5% | $80,856-58.2% |
| Participation rate | 95.1% | 62.0%+33.0pp | 69.1%+26.0pp | 67.6%+27.4pp |
| Annual return | 14.75% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,036 | $1,874+62.0% | $2,685+13.1% | $2,755+10.2% |
| Participant deferral / active EE | $5,807 | $3,052+90.3% | $4,255+36.5% | $4,296+35.2% |
| Admin fee / account holder | $6,218 | $5,234+18.8% | $6,467-3.8% | $6,918-10.1% |