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 | $51,523 | $58,828-12.4% | $77,999-33.9% | $62,891-18.1% |
| Participation rate | 81.1% | 71.1%+10.0pp | 75.5%+5.6pp | 69.3%+11.8pp |
| Annual return | 6.38% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,722 | $1,672+62.9% | $2,470+10.2% | $2,281+19.4% |
| Participant deferral / active EE | $3,679 | $2,686+37.0% | $3,497+5.2% | $3,203+14.9% |
| Admin fee / account holder | $8,035 | $4,393+82.9% | $5,480+46.6% | $4,296+87.0% |