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 | $54,294 | $118,450-54.2% | $98,439-44.8% | $139,434-61.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 12.85% | 18.94%-6.1pp | 21.16%-8.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,394 | $3,609-33.7% | $3,048-21.5% | $4,751-49.6% |
| Participant deferral / active EE | $10,637 | $5,392+97.3% | $4,738+124.5% | $6,710+58.5% |
| Admin fee / account holder | $33,133 | $14,026+136.2% | $8,948+270.3% | $11,403+190.6% |