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 | $54,528 | $79,449-31.4% | $189,557-71.2% | $85,850-36.5% |
| Participation rate | 88.5% | 66.0%+22.5pp | 78.4%+10.0pp | 69.3%+19.1pp |
| Annual return | 14.69% | 18.45%-3.8pp | 64.17%-49.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,436 | $2,081+65.1% | $4,412-22.1% | $2,565+34.0% |
| Participant deferral / active EE | $5,629 | $4,051+38.9% | $6,174-8.8% | $3,952+42.4% |
| Admin fee / account holder | $7,173 | $5,377+33.4% | $9,807-26.9% | $6,260+14.6% |