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 | $84,730 | $109,881-22.9% | $150,045-43.5% | $84,808-0.1% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,535 | $3,561+27.4% | $4,693-3.4% | $2,631+72.4% |
| Participant deferral / active EE | $10,690 | $6,636+61.1% | $7,997+33.7% | $4,212+153.8% |
| Admin fee / account holder | $20,927 | $8,568+144.2% | $13,435+55.8% | $7,344+185.0% |