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 | $66,149 | $114,381-42.2% | $107,525-38.5% | $142,382-53.5% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 12.64% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,523 | $4,015+12.7% | $3,754+20.5% | $4,299+5.2% |
| Participant deferral / active EE | $3,447 | $5,564-38.1% | $5,116-32.6% | $6,507-47.0% |
| Admin fee / account holder | $9,502 | $9,860-3.6% | $8,919+6.5% | $12,624-24.7% |