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 | $72,092 | $109,413-34.1% | $156,263-53.9% | $84,808-15.0% |
| Participation rate | 94.2% | 72.7%+21.5pp | 78.9%+15.3pp | 68.3%+25.9pp |
| Annual return | 15.19% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,194 | $2,907-58.9% | $4,333-72.4% | $2,631-54.6% |
| Participant deferral / active EE | $6,295 | $4,590+37.2% | $6,158+2.2% | $4,212+49.5% |
| Admin fee / account holder | $12,425 | $9,357+32.8% | $14,255-12.8% | $7,344+69.2% |