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 | $76,536 | $78,422-2.4% | $95,952-20.2% | $79,858-4.2% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 12.60% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,336 | $1,945-31.3% | $2,541-47.4% | $2,471-45.9% |
| Participant deferral / active EE | $5,597 | $3,440+62.7% | $4,167+34.3% | $3,740+49.6% |
| Admin fee / account holder | $12,764 | $5,622+127.0% | $6,795+87.8% | $5,306+140.5% |