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 | $69,211 | $86,286-19.8% | $111,297-37.8% | $85,850-19.4% |
| Participation rate | 98.7% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | 12.28% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,851 | $2,043+39.6% | $2,731+4.4% | $2,565+11.2% |
| Participant deferral / active EE | $5,223 | $3,641+43.5% | $4,487+16.4% | $3,952+32.2% |
| Admin fee / account holder | $8,929 | $8,188+9.0% | $7,964+12.1% | $6,260+42.6% |