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 | $59,730 | $98,240-39.2% | $82,313-27.4% | $147,584-59.5% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 18.20% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,819 | $3,192-11.7% | $2,428+16.1% | $4,876-42.2% |
| Participant deferral / active EE | $6,698 | $4,383+52.8% | $3,706+80.7% | $5,439+23.2% |
| Admin fee / account holder | $3,258 | $8,563-62.0% | $5,608-41.9% | $10,885-70.1% |