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 | $59,910 | $89,753-33.2% | $107,525-44.3% | $84,808-29.4% |
| Participation rate | 77.2% | 68.1%+9.2pp | 75.1%+2.1pp | 68.3%+8.9pp |
| Annual return | 27.75% | 29.48%-1.7pp | 181.32%-153.6pp | 40.90%-13.2pp |
| Employer contribution / active EE | $4,675 | $3,113+50.2% | $3,754+24.6% | $2,631+77.7% |
| Participant deferral / active EE | $10,368 | $4,056+155.6% | $5,116+102.7% | $4,212+146.2% |
| Admin fee / account holder | $13,177 | $7,222+82.5% | $8,919+47.7% | $7,344+79.4% |