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 | $51,373 | $64,324-20.1% | $118,925-56.8% | $79,858-35.7% |
| Participation rate | 96.8% | 64.9%+31.9pp | 75.4%+21.4pp | 69.6%+27.1pp |
| Annual return | 17.97% | 86.45%-68.5pp | 35.88%-17.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,017 | $1,836+227.7% | $3,263+84.4% | $2,471+143.5% |
| Participant deferral / active EE | $5,013 | $2,824+77.5% | $4,265+17.5% | $3,740+34.0% |
| Admin fee / account holder | $1,130 | $4,040-72.0% | $6,581-82.8% | $5,306-78.7% |