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 7-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 | $61,554 | $86,929-29.2% | $102,423-39.9% | $80,856-23.9% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 16.28% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,179 | $2,369+34.2% | $3,023+5.1% | $2,755+15.4% |
| Participant deferral / active EE | $6,319 | $4,118+53.4% | $5,053+25.1% | $4,296+47.1% |
| Admin fee / account holder | $11,346 | $8,049+41.0% | $9,451+20.1% | $6,918+64.0% |