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 | $70,372 | $80,717-12.8% | $154,803-54.5% | $84,808-17.0% |
| Participation rate | 84.1% | 66.8%+17.3pp | 78.1%+6.1pp | 68.3%+15.8pp |
| Annual return | 15.80% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,424 | $2,761+24.0% | $4,305-20.5% | $2,631+30.2% |
| Participant deferral / active EE | $5,186 | $3,303+57.0% | $5,540-6.4% | $4,212+23.1% |
| Admin fee / account holder | $24,413 | $6,746+261.9% | $14,329+70.4% | $7,344+232.4% |