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 | $57,012 | $76,552-25.5% | $123,892-54.0% | $62,891-9.3% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,689 | $2,883+62.7% | $4,617+1.6% | $2,281+105.6% |
| Participant deferral / active EE | $5,746 | $4,840+18.7% | $5,984-4.0% | $3,203+79.4% |
| Admin fee / account holder | $4,890 | $4,826+1.3% | $8,357-41.5% | $4,296+13.8% |