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 5-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 | $60,123 | $79,944-24.8% | $98,439-38.9% | $75,163-20.0% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.2%+22.8pp | 67.2%+30.8pp |
| Annual return | 15.25% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,631 | $2,264+16.2% | $3,048-13.7% | $2,670-1.5% |
| Participant deferral / active EE | $5,358 | $3,752+42.8% | $4,738+13.1% | $4,125+29.9% |
| Admin fee / account holder | $9,290 | $6,840+35.8% | $8,948+3.8% | $5,651+64.4% |