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 | $51,597 | $84,233-38.7% | $170,442-69.7% | $70,131-26.4% |
| Participation rate | 94.3% | 70.8%+23.5pp | 83.6%+10.7pp | 69.5%+24.7pp |
| Annual return | 13.61% | 23.06%-9.5pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,088 | $3,387-8.8% | $5,433-43.2% | $2,342+31.8% |
| Participant deferral / active EE | $4,952 | $3,086+60.5% | $4,939+0.2% | $3,332+48.6% |
| Admin fee / account holder | $6,376 | $5,698+11.9% | $13,880-54.1% | $4,645+37.3% |