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 | $53,229 | $80,968-34.3% | $96,544-44.9% | $75,163-29.2% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.8pp |
| Annual return | 95.90% | 27.06%+68.8pp | 25.84%+70.1pp | 160.62%-64.7pp |
| Employer contribution / active EE | $677 | $2,282-70.3% | $2,965-77.1% | $2,670-74.6% |
| Participant deferral / active EE | $5,286 | $3,928+34.6% | $4,851+9.0% | $4,125+28.1% |
| Admin fee / account holder | $3,510 | $6,724-47.8% | $8,252-57.5% | $5,651-37.9% |