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 | $61,654 | $65,041-5.2% | $90,951-32.2% | $79,858-22.8% |
| Participation rate | 85.0% | 61.6%+23.4pp | 69.0%+16.0pp | 69.6%+15.4pp |
| Annual return | 12.63% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,910 | $1,247+53.1% | $2,122-10.0% | $2,471-22.7% |
| Participant deferral / active EE | $5,364 | $2,512+113.5% | $3,373+59.0% | $3,740+43.4% |
| Admin fee / account holder | $8,631 | $4,536+90.3% | $5,959+44.8% | $5,306+62.7% |