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 | $63,610 | $97,125-34.5% | $86,233-26.2% | $137,256-53.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 13.56% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,860 | $2,841+35.9% | $2,504+54.1% | $4,156-7.1% |
| Participant deferral / active EE | $8,678 | $5,180+67.5% | $4,559+90.3% | $6,407+35.4% |
| Admin fee / account holder | $31,993 | $9,725+229.0% | $8,342+283.5% | $12,270+160.7% |