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 | $50,382 | $91,552-45.0% | $133,956-62.4% | $79,858-36.9% |
| Participation rate | 92.7% | 73.3%+19.4pp | 79.8%+12.9pp | 69.6%+23.1pp |
| Annual return | 13.59% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,475 | $2,384-38.1% | $3,919-62.4% | $2,471-40.3% |
| Participant deferral / active EE | $3,131 | $3,733-16.1% | $5,048-38.0% | $3,740-16.3% |
| Admin fee / account holder | $6,721 | $6,321+6.3% | $8,927-24.7% | $5,306+26.7% |