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 | $51,872 | $56,897-8.8% | $84,750-38.8% | $62,891-17.5% |
| Participation rate | 94.9% | 68.5%+26.3pp | 76.6%+18.3pp | 69.3%+25.6pp |
| Annual return | 6.96% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,381 | $2,400+82.6% | $3,574+22.6% | $2,281+92.1% |
| Participant deferral / active EE | $5,458 | $2,709+101.4% | $3,712+47.0% | $3,203+70.4% |
| Admin fee / account holder | $28,090 | $3,581+684.5% | $5,332+426.8% | $4,296+553.9% |