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 | $64,368 | $109,881-41.4% | $150,045-57.1% | $84,808-24.1% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 14.41% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,753 | $3,561+33.5% | $4,693+1.3% | $2,631+80.7% |
| Participant deferral / active EE | $7,160 | $6,636+7.9% | $7,997-10.5% | $4,212+70.0% |
| Admin fee / account holder | $9,902 | $8,568+15.6% | $13,435-26.3% | $7,344+34.8% |