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 | $71,590 | $93,571-23.5% | $135,903-47.3% | $75,163-4.8% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 15.64% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,188 | $3,537+18.4% | $4,856-13.8% | $2,670+56.9% |
| Participant deferral / active EE | $8,925 | $6,404+39.4% | $7,758+15.0% | $4,125+116.4% |
| Admin fee / account holder | $15,137 | $6,975+117.0% | $10,762+40.7% | $5,651+167.9% |