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 | $64,952 | $100,923-35.6% | $150,045-56.7% | $74,304-12.6% |
| Participation rate | 92.2% | 70.1%+22.2pp | 82.3%+9.9pp | 60.3%+31.9pp |
| Annual return | 17.05% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,169 | $3,463-8.5% | $4,693-32.5% | $2,241+41.4% |
| Participant deferral / active EE | $8,315 | $6,709+23.9% | $7,997+4.0% | $3,767+120.7% |
| Admin fee / account holder | $10,879 | $2,767+293.2% | $13,435-19.0% | $2,969+266.4% |