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 | $58,132 | $94,625-38.6% | $116,228-50.0% | $84,808-31.5% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+27.9pp |
| Annual return | 12.40% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,985 | $2,347+27.2% | $2,994-0.3% | $2,631+13.5% |
| Participant deferral / active EE | $4,809 | $3,972+21.1% | $4,953-2.9% | $4,212+14.2% |
| Admin fee / account holder | $16,599 | $10,091+64.5% | $11,989+38.5% | $7,344+126.0% |