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 | $62,060 | $70,428-11.9% | $96,562-35.7% | $85,850-27.7% |
| Participation rate | 95.0% | 61.8%+33.2pp | 69.8%+25.2pp | 69.3%+25.7pp |
| Annual return | 11.60% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,260 | $1,413+60.0% | $2,356-4.1% | $2,565-11.9% |
| Participant deferral / active EE | $3,863 | $2,894+33.5% | $3,849+0.4% | $3,952-2.2% |
| Admin fee / account holder | $47,891 | $4,997+858.5% | $6,181+674.8% | $6,260+665.1% |