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 | $71,995 | $89,753-19.8% | $107,525-33.0% | $84,808-15.1% |
| Participation rate | 91.5% | 68.1%+23.5pp | 75.1%+16.5pp | 68.3%+23.2pp |
| Annual return | 16.72% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $855 | $3,113-72.5% | $3,754-77.2% | $2,631-67.5% |
| Participant deferral / active EE | $5,100 | $4,056+25.7% | $5,116-0.3% | $4,212+21.1% |
| Admin fee / account holder | $3,776 | $7,222-47.7% | $8,919-57.7% | $7,344-48.6% |