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 | $80,803 | $93,571-13.6% | $135,903-40.5% | $75,163+7.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.52% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $8,052 | $3,537+127.7% | $4,856+65.8% | $2,670+201.6% |
| Participant deferral / active EE | $6,408 | $6,404+0.1% | $7,758-17.4% | $4,125+55.4% |
| Admin fee / account holder | $3,547 | $6,975-49.2% | $10,762-67.0% | $5,651-37.2% |