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 | $53,654 | $81,460-34.1% | $103,333-48.1% | $80,856-33.6% |
| Participation rate | 86.9% | 66.8%+20.0pp | 74.5%+12.4pp | 67.6%+19.2pp |
| Annual return | 13.31% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,381 | $3,105+41.1% | $3,868+13.3% | $2,755+59.0% |
| Participant deferral / active EE | $3,026 | $3,869-21.8% | $5,057-40.2% | $4,296-29.6% |
| Admin fee / account holder | $10,229 | $6,566+55.8% | $8,355+22.4% | $6,918+47.9% |