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 | $55,968 | $109,881-49.1% | $150,045-62.7% | $84,808-34.0% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 17.15% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,547 | $3,561+55.8% | $4,693+18.2% | $2,631+110.9% |
| Participant deferral / active EE | $13,512 | $6,636+103.6% | $7,997+69.0% | $4,212+220.8% |
| Admin fee / account holder | $18,862 | $8,568+120.1% | $13,435+40.4% | $7,344+156.8% |