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 | $63,672 | $86,944-26.8% | $107,525-40.8% | $74,304-14.3% |
| Participation rate | 97.0% | 59.6%+37.4pp | 75.1%+21.9pp | 60.3%+36.7pp |
| Annual return | 17.54% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,843 | $2,757-33.2% | $3,754-50.9% | $2,241-17.8% |
| Participant deferral / active EE | $6,642 | $3,554+86.9% | $5,116+29.8% | $3,767+76.3% |
| Admin fee / account holder | $3,585 | $3,727-3.8% | $8,919-59.8% | $2,969+20.8% |