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 | $74,219 | $86,929-14.6% | $102,423-27.5% | $80,856-8.2% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 15.68% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,854 | $2,369+62.7% | $3,023+27.5% | $2,755+39.9% |
| Participant deferral / active EE | $10,171 | $4,118+147.0% | $5,053+101.3% | $4,296+136.8% |
| Admin fee / account holder | $14,871 | $8,049+84.8% | $9,451+57.4% | $6,918+115.0% |