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 | $60,855 | $67,411-9.7% | $91,001-33.1% | $70,131-13.2% |
| Participation rate | 98.4% | 71.4%+27.0pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | 14.46% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,268 | $1,786+139.0% | $2,456+73.8% | $2,342+82.2% |
| Participant deferral / active EE | $2,624 | $2,823-7.0% | $3,547-26.0% | $3,332-21.2% |
| Admin fee / account holder | $11,725 | $4,236+176.8% | $5,417+116.4% | $4,645+152.4% |