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 | $66,763 | $109,413-39.0% | $156,263-57.3% | $84,808-21.3% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 26.77% | 20.18%+6.6pp | 59.47%-32.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $3,499 | $2,907+20.4% | $4,333-19.2% | $2,631+33.0% |
| Participant deferral / active EE | $8,750 | $4,590+90.6% | $6,158+42.1% | $4,212+107.8% |
| Admin fee / account holder | $1,431 | $9,357-84.7% | $14,255-90.0% | $7,344-80.5% |