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 | $63,902 | $46,869+36.3% | $122,332-47.8% | $70,131-8.9% |
| Participation rate | 73.3% | 58.2%+15.1pp | 71.6%+1.7pp | 69.5%+3.8pp |
| Annual return | 19.34% | 24.22%-4.9pp | 30.27%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,599 | $1,288+179.5% | $4,050-11.1% | $2,342+53.6% |
| Participant deferral / active EE | $6,011 | $2,166+177.4% | $3,287+82.9% | $3,332+80.4% |
| Admin fee / account holder | $2,119 | $3,322-36.2% | $5,478-61.3% | $4,645-54.4% |