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 | $63,543 | $93,571-32.1% | $135,903-53.2% | $75,163-15.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 21.32% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $4,442 | $3,537+25.6% | $4,856-8.5% | $2,670+66.4% |
| Participant deferral / active EE | $10,347 | $6,404+61.6% | $7,758+33.4% | $4,125+150.8% |
| Admin fee / account holder | $18,959 | $6,975+171.8% | $10,762+76.2% | $5,651+235.5% |