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 | $59,760 | $76,552-21.9% | $123,892-51.8% | $62,891-5.0% |
| Participation rate | 90.7% | 73.0%+17.7pp | 81.4%+9.3pp | 69.3%+21.4pp |
| Annual return | 6.24% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,825 | $2,883-36.7% | $4,617-60.5% | $2,281-20.0% |
| Participant deferral / active EE | $5,859 | $4,840+21.1% | $5,984-2.1% | $3,203+82.9% |
| Admin fee / account holder | $22,095 | $4,826+357.9% | $8,357+164.4% | $4,296+414.4% |