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 | $63,953 | $78,422-18.5% | $95,952-33.3% | $79,858-19.9% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 13.05% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,253 | $1,945-35.6% | $2,541-50.7% | $2,471-49.3% |
| Participant deferral / active EE | $5,139 | $3,440+49.4% | $4,167+23.3% | $3,740+37.4% |
| Admin fee / account holder | $35,359 | $5,622+528.9% | $6,795+420.3% | $5,306+566.4% |