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 | $60,958 | $86,286-29.4% | $111,297-45.2% | $85,850-29.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.71% | 19.99%-1.3pp | 54.65%-35.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $4,250 | $2,043+108.0% | $2,731+55.6% | $2,565+65.7% |
| Participant deferral / active EE | $5,352 | $3,641+47.0% | $4,487+19.3% | $3,952+35.4% |
| Admin fee / account holder | $13,181 | $8,188+61.0% | $7,964+65.5% | $6,260+110.6% |