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 | $61,315 | $77,634-21.0% | $156,549-60.8% | $62,891-2.5% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 8.09% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,051 | $3,444-40.4% | $5,501-62.7% | $2,281-10.1% |
| Participant deferral / active EE | $4,291 | $3,045+40.9% | $4,871-11.9% | $3,203+34.0% |
| Admin fee / account holder | $2,607 | $5,561-53.1% | $13,027-80.0% | $4,296-39.3% |