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 | $68,670 | $81,233-15.5% | $155,567-55.9% | $80,874-15.1% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.4pp | 67.6%+21.0pp |
| Annual return | 13.33% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $5,249 | $3,101+69.3% | $4,674+12.3% | $2,756+90.5% |
| Participant deferral / active EE | $8,279 | $3,452+139.8% | $5,628+47.1% | $4,297+92.7% |
| Admin fee / account holder | $19,258 | $7,998+140.8% | $15,916+21.0% | $6,935+177.7% |