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 | $55,463 | $46,869+18.3% | $122,332-54.7% | $70,131-20.9% |
| Participation rate | 82.0% | 58.2%+23.8pp | 71.6%+10.4pp | 69.5%+12.5pp |
| Annual return | 16.09% | 24.22%-8.1pp | 30.27%-14.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,973 | $1,288+53.2% | $4,050-51.3% | $2,342-15.8% |
| Participant deferral / active EE | $4,549 | $2,166+110.0% | $3,287+38.4% | $3,332+36.5% |
| Admin fee / account holder | $7,166 | $3,322+115.7% | $5,478+30.8% | $4,645+54.3% |