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 | $64,205 | $84,233-23.8% | $170,442-62.3% | $70,131-8.4% |
| Participation rate | 86.2% | 70.8%+15.4pp | 83.6%+2.6pp | 69.5%+16.7pp |
| Annual return | 13.02% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,900 | $3,387-43.9% | $5,433-65.0% | $2,342-18.9% |
| Participant deferral / active EE | $5,081 | $3,086+64.7% | $4,939+2.9% | $3,332+52.5% |
| Admin fee / account holder | $1,247 | $5,698-78.1% | $13,880-91.0% | $4,645-73.2% |