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 8-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 | $64,391 | $80,673-20.2% | $101,326-36.5% | $84,808-24.1% |
| Participation rate | 92.7% | 77.8%+14.9pp | 81.5%+11.2pp | 68.3%+24.4pp |
| Annual return | 34.36% | 38.95%-4.6pp | 36.82%-2.5pp | 40.90%-6.5pp |
| Employer contribution / active EE | $4,435 | $2,698+64.4% | $3,665+21.0% | $2,631+68.6% |
| Participant deferral / active EE | $8,577 | $6,840+25.4% | $7,994+7.3% | $4,212+103.7% |
| Admin fee / account holder | $2,328 | $12,784-81.8% | $11,185-79.2% | $7,344-68.3% |