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 | $50,074 | $46,869+6.8% | $122,332-59.1% | $70,131-28.6% |
| Participation rate | 89.3% | 58.2%+31.1pp | 71.6%+17.7pp | 69.5%+19.7pp |
| Annual return | 17.54% | 24.22%-6.7pp | 30.27%-12.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,162 | $1,288+145.5% | $4,050-21.9% | $2,342+35.0% |
| Participant deferral / active EE | $2,611 | $2,166+20.5% | $3,287-20.6% | $3,332-21.6% |
| Admin fee / account holder | $11,333 | $3,322+241.1% | $5,478+106.9% | $4,645+144.0% |