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 | $58,400 | $81,248-28.1% | $155,509-62.4% | $80,856-27.8% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 14.57% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,373 | $3,100+73.3% | $4,672+15.0% | $2,755+95.1% |
| Participant deferral / active EE | $6,937 | $3,452+101.0% | $5,626+23.3% | $4,296+61.5% |
| Admin fee / account holder | $2,752 | $7,997-65.6% | $15,912-82.7% | $6,918-60.2% |