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 | $53,669 | $58,828-8.8% | $77,999-31.2% | $62,891-14.7% |
| Participation rate | 89.2% | 71.1%+18.2pp | 75.5%+13.7pp | 69.3%+19.9pp |
| Annual return | 8.32% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,512 | $1,672+50.3% | $2,470+1.7% | $2,281+10.1% |
| Participant deferral / active EE | $2,772 | $2,686+3.2% | $3,497-20.7% | $3,203-13.5% |
| Admin fee / account holder | $5,363 | $4,393+22.1% | $5,480-2.1% | $4,296+24.9% |