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 | $68,107 | $77,899-12.6% | $149,673-54.5% | $75,163-9.4% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | 18.80% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,588 | $3,137+46.2% | $4,818-4.8% | $2,670+71.9% |
| Participant deferral / active EE | $9,242 | $3,411+171.0% | $5,680+62.7% | $4,125+124.0% |
| Admin fee / account holder | $6,553 | $5,956+10.0% | $13,210-50.4% | $5,651+16.0% |