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 | $60,104 | $93,571-35.8% | $135,903-55.8% | $75,163-20.0% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 20.80% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,226 | $3,537+19.5% | $4,856-13.0% | $2,670+58.3% |
| Participant deferral / active EE | $9,530 | $6,404+48.8% | $7,758+22.8% | $4,125+131.0% |
| Admin fee / account holder | $4,180 | $6,975-40.1% | $10,762-61.2% | $5,651-26.0% |