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 | $72,158 | $76,552-5.7% | $123,892-41.8% | $62,891+14.7% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 8.85% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,260 | $2,883-21.6% | $4,617-51.1% | $2,281-0.9% |
| Participant deferral / active EE | $6,620 | $4,840+36.8% | $5,984+10.6% | $3,203+106.7% |
| Admin fee / account holder | $20,213 | $4,826+318.9% | $8,357+141.9% | $4,296+370.6% |