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 5-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 | $42,245 | $95,803-55.9% | $113,168-62.7% | $84,808-50.2% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 20.61% | 25.00%-4.4pp | 24.27%-3.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $8,028 | $2,360+240.2% | $2,975+169.8% | $2,631+205.1% |
| Participant deferral / active EE | $5,549 | $4,242+30.8% | $5,107+8.7% | $4,212+31.8% |
| Admin fee / account holder | $2,799 | $8,989-68.9% | $12,068-76.8% | $7,344-61.9% |