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 | $64,579 | $58,828+9.8% | $77,999-17.2% | $62,891+2.7% |
| Participation rate | 94.2% | 71.1%+23.1pp | 75.5%+18.7pp | 69.3%+24.9pp |
| Annual return | 5.67% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,397 | $1,672-16.4% | $2,470-43.4% | $2,281-38.7% |
| Participant deferral / active EE | $2,934 | $2,686+9.3% | $3,497-16.1% | $3,203-8.4% |
| Admin fee / account holder | $7,340 | $4,393+67.1% | $5,480+33.9% | $4,296+70.9% |