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 | $46,925 | $89,355-47.5% | $141,162-66.8% | $72,985-35.7% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 21.66% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,193 | $3,114+34.6% | $4,735-11.5% | $2,440+71.8% |
| Participant deferral / active EE | $6,650 | $5,418+22.7% | $6,709-0.9% | $3,607+84.3% |
| Admin fee / account holder | $5,159 | $5,958-13.4% | $10,261-49.7% | $5,124+0.7% |