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 | $68,194 | $46,869+45.5% | $122,332-44.3% | $70,131-2.8% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 16.45% | 24.22%-7.8pp | 30.27%-13.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $4,737 | $1,288+267.8% | $4,050+16.9% | $2,342+102.2% |
| Participant deferral / active EE | $4,406 | $2,166+103.4% | $3,287+34.1% | $3,332+32.3% |
| Admin fee / account holder | $5,628 | $3,322+69.4% | $5,478+2.7% | $4,645+21.2% |