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 | $63,628 | $77,899-18.3% | $149,673-57.5% | $75,163-15.3% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+4.9pp | 67.2%+16.5pp |
| Annual return | 13.50% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,824 | $3,137+21.9% | $4,818-20.6% | $2,670+43.2% |
| Participant deferral / active EE | $1,760 | $3,411-48.4% | $5,680-69.0% | $4,125-57.3% |
| Admin fee / account holder | $10,066 | $5,956+69.0% | $13,210-23.8% | $5,651+78.1% |