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 | $71,168 | $94,625-24.8% | $116,228-38.8% | $84,808-16.1% |
| Participation rate | 97.0% | 70.4%+26.5pp | 74.6%+22.4pp | 68.3%+28.7pp |
| Annual return | 18.24% | 20.40%-2.2pp | 90.06%-71.8pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,681 | $2,347+14.2% | $2,994-10.5% | $2,631+1.9% |
| Participant deferral / active EE | $6,025 | $3,972+51.7% | $4,953+21.6% | $4,212+43.1% |
| Admin fee / account holder | $16,867 | $10,091+67.1% | $11,989+40.7% | $7,344+129.7% |