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 | $61,732 | $79,944-22.8% | $98,439-37.3% | $75,163-17.9% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.2%+19.7pp | 67.2%+27.7pp |
| Annual return | 13.00% | 19.75%-6.7pp | 21.16%-8.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,280 | $2,264+0.7% | $3,048-25.2% | $2,670-14.6% |
| Participant deferral / active EE | $5,467 | $3,752+45.7% | $4,738+15.4% | $4,125+32.5% |
| Admin fee / account holder | $9,386 | $6,840+37.2% | $8,948+4.9% | $5,651+66.1% |