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 | $67,271 | $89,753-25.0% | $107,525-37.4% | $84,808-20.7% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 17.60% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $11,788 | $3,113+278.6% | $3,754+214.1% | $2,631+348.0% |
| Participant deferral / active EE | $3,073 | $4,056-24.2% | $5,116-39.9% | $4,212-27.0% |
| Admin fee / account holder | $7,899 | $7,222+9.4% | $8,919-11.4% | $7,344+7.6% |