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 | $59,633 | $73,933-19.3% | $96,683-38.3% | $75,163-20.7% |
| Participation rate | 92.9% | 66.4%+26.5pp | 74.3%+18.6pp | 67.2%+25.7pp |
| Annual return | 13.85% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,054 | $2,928+38.5% | $3,737+8.5% | $2,670+51.8% |
| Participant deferral / active EE | $5,331 | $3,659+45.7% | $4,878+9.3% | $4,125+29.2% |
| Admin fee / account holder | $14,901 | $5,216+185.7% | $6,730+121.4% | $5,651+163.7% |