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 | $60,225 | $80,717-25.4% | $154,803-61.1% | $84,808-29.0% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 13.34% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,333 | $2,761+56.9% | $4,305+0.6% | $2,631+64.7% |
| Participant deferral / active EE | $5,361 | $3,303+62.3% | $5,540-3.2% | $4,212+27.3% |
| Admin fee / account holder | $9,303 | $6,746+37.9% | $14,329-35.1% | $7,344+26.7% |