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 | $63,481 | $101,763-37.6% | $164,866-61.5% | $80,874-21.5% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 23.10% | 16.73%+6.4pp | 69.97%-46.9pp | 35.62%-12.5pp |
| Employer contribution / active EE | $4,055 | $2,954+37.3% | $4,343-6.6% | $2,756+47.2% |
| Participant deferral / active EE | $4,381 | $4,477-2.1% | $6,033-27.4% | $4,297+2.0% |
| Admin fee / account holder | $2,063 | $8,228-74.9% | $12,689-83.7% | $6,935-70.3% |