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 | $51,267 | $78,926-35.0% | $136,749-62.5% | $84,808-39.5% |
| Participation rate | 83.3% | 62.2%+21.2pp | 72.1%+11.2pp | 68.3%+15.0pp |
| Annual return | 12.62% | 18.17%-5.6pp | 24.33%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,038 | $2,134+136.1% | $3,400+48.2% | $2,631+91.5% |
| Participant deferral / active EE | $4,735 | $3,168+49.5% | $4,692+0.9% | $4,212+12.4% |
| Admin fee / account holder | $13,066 | $6,369+105.1% | $11,386+14.8% | $7,344+77.9% |