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 | $64,915 | $80,717-19.6% | $154,803-58.1% | $84,808-23.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 19.14% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,085 | $2,761-60.7% | $4,305-74.8% | $2,631-58.8% |
| Participant deferral / active EE | $5,886 | $3,303+78.2% | $5,540+6.2% | $4,212+39.8% |
| Admin fee / account holder | $3,668 | $6,746-45.6% | $14,329-74.4% | $7,344-50.0% |