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 | $55,990 | $101,724-45.0% | $164,813-66.0% | $80,856-30.8% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 12.60% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,507 | $2,953-15.1% | $4,341-42.3% | $2,755-9.0% |
| Participant deferral / active EE | $3,648 | $4,477-18.5% | $6,031-39.5% | $4,296-15.1% |
| Admin fee / account holder | $13,703 | $8,227+66.6% | $12,690+8.0% | $6,918+98.1% |