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 | $62,866 | $89,355-29.6% | $141,162-55.5% | $72,985-13.9% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 22.11% | 111.85%-89.7pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,844 | $3,114-40.8% | $4,735-61.1% | $2,440-24.4% |
| Participant deferral / active EE | $5,350 | $5,418-1.2% | $6,709-20.3% | $3,607+48.3% |
| Admin fee / account holder | $3,070 | $5,958-48.5% | $10,261-70.1% | $5,124-40.1% |