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 | $73,118 | $86,929-15.9% | $102,423-28.6% | $80,856-9.6% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.6%+24.4pp |
| Annual return | 12.51% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $11,190 | $2,369+372.3% | $3,023+270.1% | $2,755+306.2% |
| Participant deferral / active EE | $3,121 | $4,118-24.2% | $5,053-38.2% | $4,296-27.3% |
| Admin fee / account holder | $5,147 | $8,049-36.1% | $9,451-45.5% | $6,918-25.6% |