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 | $45,521 | $109,881-58.6% | $150,045-69.7% | $84,808-46.3% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 20.68% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,924 | $3,561+94.4% | $4,693+47.5% | $2,631+163.2% |
| Participant deferral / active EE | $8,476 | $6,636+27.7% | $7,997+6.0% | $4,212+101.2% |
| Admin fee / account holder | $5,666 | $8,568-33.9% | $13,435-57.8% | $7,344-22.9% |