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 | $62,873 | $81,460-22.8% | $103,333-39.2% | $80,856-22.2% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 12.02% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,672 | $3,105+114.9% | $3,868+72.5% | $2,755+142.2% |
| Participant deferral / active EE | $2,602 | $3,869-32.7% | $5,057-48.5% | $4,296-39.4% |
| Admin fee / account holder | $5,078 | $6,566-22.7% | $8,355-39.2% | $6,918-26.6% |