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 | $63,073 | $48,076+31.2% | $78,689-19.8% | $62,891+0.3% |
| Participation rate | 81.0% | 65.2%+15.7pp | 73.6%+7.4pp | 69.3%+11.6pp |
| Annual return | 9.15% | 31.35%-22.2pp | 62.18%-53.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,842 | $2,015+90.7% | $2,851+34.8% | $2,281+68.5% |
| Participant deferral / active EE | $5,250 | $2,588+102.9% | $3,517+49.3% | $3,203+63.9% |
| Admin fee / account holder | $6,791 | $3,207+111.7% | $4,510+50.6% | $4,296+58.1% |