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 | $56,372 | $102,245-44.9% | $89,340-36.9% | $137,256-58.9% |
| Participation rate | 95.7% | 74.9%+20.8pp | 69.6%+26.1pp | 80.0%+15.7pp |
| Annual return | 12.30% | 21.89%-9.6pp | 20.57%-8.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,470 | $2,529-2.4% | $2,231+10.7% | $4,156-40.6% |
| Participant deferral / active EE | $4,031 | $4,436-9.1% | $3,823+5.4% | $6,407-37.1% |
| Admin fee / account holder | $17,499 | $8,085+116.4% | $6,704+161.0% | $12,270+42.6% |