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 | $59,084 | $91,190-35.2% | $178,490-66.9% | $79,858-26.0% |
| Participation rate | 89.4% | 69.2%+20.2pp | 81.9%+7.4pp | 69.6%+19.7pp |
| Annual return | 10.91% | 24.19%-13.3pp | 151.07%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,717 | $3,256+14.2% | $5,011-25.8% | $2,471+50.4% |
| Participant deferral / active EE | $2,294 | $3,236-29.1% | $5,202-55.9% | $3,740-38.7% |
| Admin fee / account holder | $15,911 | $6,751+135.7% | $13,984+13.8% | $5,306+199.8% |