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 | $52,776 | $60,349-12.5% | $74,183-28.9% | $62,891-16.1% |
| Participation rate | 87.9% | 72.7%+15.2pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 6.40% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,679 | $1,680+59.5% | $2,370+13.0% | $2,281+17.5% |
| Participant deferral / active EE | $5,362 | $2,856+87.8% | $3,550+51.1% | $3,203+67.4% |
| Admin fee / account holder | $32,188 | $4,261+655.4% | $5,586+476.3% | $4,296+649.3% |