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 | $51,188 | $89,753-43.0% | $107,525-52.4% | $84,808-39.6% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 22.25% | 29.48%-7.2pp | 181.32%-159.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,525 | $3,113-51.0% | $3,754-59.4% | $2,631-42.0% |
| Participant deferral / active EE | $5,048 | $4,056+24.5% | $5,116-1.3% | $4,212+19.9% |
| Admin fee / account holder | $5,076 | $7,222-29.7% | $8,919-43.1% | $7,344-30.9% |