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 | $60,397 | $70,428-14.2% | $96,562-37.5% | $85,850-29.6% |
| Participation rate | 97.8% | 61.8%+36.0pp | 69.8%+28.0pp | 69.3%+28.5pp |
| Annual return | 13.52% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,825 | $1,413+99.9% | $2,356+19.9% | $2,565+10.1% |
| Participant deferral / active EE | $5,185 | $2,894+79.2% | $3,849+34.7% | $3,952+31.2% |
| Admin fee / account holder | $10,402 | $4,997+108.2% | $6,181+68.3% | $6,260+66.2% |