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 | $68,704 | $91,190-24.7% | $178,490-61.5% | $79,858-14.0% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 13.15% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,245 | $3,256+30.4% | $5,011-15.3% | $2,471+71.8% |
| Participant deferral / active EE | $3,272 | $3,236+1.1% | $5,202-37.1% | $3,740-12.5% |
| Admin fee / account holder | $1,453 | $6,751-78.5% | $13,984-89.6% | $5,306-72.6% |