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 | $72,412 | $109,881-34.1% | $150,045-51.7% | $84,808-14.6% |
| Participation rate | 98.1% | 76.1%+22.1pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,512 | $3,561+54.8% | $4,693+17.5% | $2,631+109.5% |
| Participant deferral / active EE | $10,486 | $6,636+58.0% | $7,997+31.1% | $4,212+149.0% |
| Admin fee / account holder | $15,183 | $8,568+77.2% | $13,435+13.0% | $7,344+106.7% |