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 | $64,230 | $86,286-25.6% | $111,297-42.3% | $85,850-25.2% |
| Participation rate | 91.8% | 73.3%+18.5pp | 77.3%+14.5pp | 69.3%+22.5pp |
| Annual return | 15.40% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,684 | $2,043+31.3% | $2,731-1.7% | $2,565+4.6% |
| Participant deferral / active EE | $5,769 | $3,641+58.5% | $4,487+28.6% | $3,952+46.0% |
| Admin fee / account holder | $12,158 | $8,188+48.5% | $7,964+52.7% | $6,260+94.2% |