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 | $59,697 | $89,753-33.5% | $107,525-44.5% | $84,808-29.6% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 18.56% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $13,257 | $3,113+325.8% | $3,754+253.2% | $2,631+403.9% |
| Participant deferral / active EE | $5,366 | $4,056+32.3% | $5,116+4.9% | $4,212+27.4% |
| Admin fee / account holder | $6,020 | $7,222-16.6% | $8,919-32.5% | $7,344-18.0% |