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 | $72,502 | $109,881-34.0% | $150,045-51.7% | $84,808-14.5% |
| Participation rate | 94.8% | 76.1%+18.7pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,391 | $3,561-4.8% | $4,693-27.7% | $2,631+28.9% |
| Participant deferral / active EE | $9,734 | $6,636+46.7% | $7,997+21.7% | $4,212+131.1% |
| Admin fee / account holder | $24,220 | $8,568+182.7% | $13,435+80.3% | $7,344+229.8% |