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 | $59,959 | $93,571-35.9% | $135,903-55.9% | $75,163-20.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 22.65% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $4,208 | $3,537+19.0% | $4,856-13.4% | $2,670+57.6% |
| Participant deferral / active EE | $9,062 | $6,404+41.5% | $7,758+16.8% | $4,125+119.7% |
| Admin fee / account holder | $17,493 | $6,975+150.8% | $10,762+62.5% | $5,651+209.6% |