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 | $67,993 | $79,944-14.9% | $98,439-30.9% | $75,163-9.5% |
| Participation rate | 86.8% | 70.4%+16.5pp | 75.2%+11.7pp | 67.2%+19.7pp |
| Annual return | 13.95% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,875 | $2,264+27.0% | $3,048-5.7% | $2,670+7.7% |
| Participant deferral / active EE | $3,361 | $3,752-10.4% | $4,738-29.1% | $4,125-18.5% |
| Admin fee / account holder | $22,626 | $6,840+230.8% | $8,948+152.9% | $5,651+300.4% |