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 | $45,769 | $48,076-4.8% | $78,689-41.8% | $62,891-27.2% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.6%+14.9pp | 69.3%+19.2pp |
| Annual return | 8.37% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,180 | $2,015+8.2% | $2,851-23.5% | $2,281-4.4% |
| Participant deferral / active EE | $7,193 | $2,588+178.0% | $3,517+104.5% | $3,203+124.6% |
| Admin fee / account holder | $2,345 | $3,207-26.9% | $4,510-48.0% | $4,296-45.4% |