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 | $64,627 | $98,240-34.2% | $82,313-21.5% | $147,584-56.2% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 15.63% | 30.85%-15.2pp | 25.88%-10.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,481 | $3,192+40.4% | $2,428+84.5% | $4,876-8.1% |
| Participant deferral / active EE | $9,756 | $4,383+122.6% | $3,706+163.2% | $5,439+79.4% |
| Admin fee / account holder | $32,707 | $8,563+282.0% | $5,608+483.2% | $10,885+200.5% |