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 | $79,338 | $115,770-31.5% | $101,248-21.6% | $158,922-50.1% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 15.42% | 56.14%-40.7pp | 46.47%-31.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,367 | $4,175-43.3% | $3,660-35.3% | $4,761-50.3% |
| Participant deferral / active EE | $4,236 | $4,957-14.5% | $4,370-3.1% | $5,982-29.2% |
| Admin fee / account holder | $8,564 | $7,245+18.2% | $5,945+44.0% | $11,246-23.8% |