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 | $72,576 | $109,413-33.7% | $156,263-53.6% | $84,808-14.4% |
| Participation rate | 98.5% | 72.7%+25.8pp | 78.9%+19.6pp | 68.3%+30.2pp |
| Annual return | 21.72% | 20.18%+1.5pp | 59.47%-37.7pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,038 | $2,907-64.3% | $4,333-76.1% | $2,631-60.6% |
| Participant deferral / active EE | $5,388 | $4,590+17.4% | $6,158-12.5% | $4,212+27.9% |
| Admin fee / account holder | $4,767 | $9,357-49.1% | $14,255-66.6% | $7,344-35.1% |