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 | $67,218 | $98,750-31.9% | $149,696-55.1% | $79,858-15.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 18.75% | 27.43%-8.7pp | 276.60%-257.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,738 | $3,216-14.9% | $4,644-41.1% | $2,471+10.8% |
| Participant deferral / active EE | $12,943 | $5,680+127.9% | $6,842+89.2% | $3,740+246.1% |
| Admin fee / account holder | $2,088 | $6,053-65.5% | $9,309-77.6% | $5,306-60.7% |