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 | $61,366 | $77,634-21.0% | $156,549-60.8% | $62,891-2.4% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | 5.93% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,765 | $3,444+38.4% | $5,501-13.4% | $2,281+108.9% |
| Participant deferral / active EE | $3,753 | $3,045+23.2% | $4,871-23.0% | $3,203+17.2% |
| Admin fee / account holder | $7,412 | $5,561+33.3% | $13,027-43.1% | $4,296+72.5% |