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 | $59,883 | $81,248-26.3% | $155,509-61.5% | $80,856-25.9% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 14.92% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,117 | $3,100+0.5% | $4,672-33.3% | $2,755+13.1% |
| Participant deferral / active EE | $7,014 | $3,452+103.2% | $5,626+24.7% | $4,296+63.3% |
| Admin fee / account holder | $4,505 | $7,997-43.7% | $15,912-71.7% | $6,918-34.9% |