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 | $60,349 | $80,673-25.2% | $101,326-40.4% | $84,808-28.8% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 16.88% | 38.95%-22.1pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,174 | $2,698+91.8% | $3,665+41.2% | $2,631+96.7% |
| Participant deferral / active EE | $10,803 | $6,840+57.9% | $7,994+35.1% | $4,212+156.5% |
| Admin fee / account holder | $12,145 | $12,784-5.0% | $11,185+8.6% | $7,344+65.4% |