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 | $37,782 | $185,822-79.7% | $169,993-77.8% | $139,434-72.9% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 11.97% | 60.50%-48.5pp | 53.37%-41.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,767 | $7,590-76.7% | $6,785-74.0% | $4,751-62.8% |
| Participant deferral / active EE | $3,378 | $11,622-70.9% | $10,408-67.5% | $6,710-49.7% |
| Admin fee / account holder | $58,407 | $15,381+279.7% | $12,815+355.8% | $11,403+412.2% |