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 | $78,544 | $98,750-20.5% | $149,696-47.5% | $79,858-1.6% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 26.78% | 27.43%-0.6pp | 276.60%-249.8pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,743 | $3,216-14.7% | $4,644-40.9% | $2,471+11.0% |
| Participant deferral / active EE | $5,802 | $5,680+2.1% | $6,842-15.2% | $3,740+55.1% |
| Admin fee / account holder | $4,613 | $6,053-23.8% | $9,309-50.4% | $5,306-13.1% |