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 | $66,809 | $100,923-33.8% | $150,045-55.5% | $74,304-10.1% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.3%+15.7pp | 60.3%+37.7pp |
| Annual return | 15.46% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,015 | $3,463-13.0% | $4,693-35.8% | $2,241+34.5% |
| Participant deferral / active EE | $5,796 | $6,709-13.6% | $7,997-27.5% | $3,767+53.9% |
| Admin fee / account holder | $2,875 | $2,767+3.9% | $13,435-78.6% | $2,969-3.2% |