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 | $56,306 | $69,515-19.0% | $86,874-35.2% | $85,850-34.4% |
| Participation rate | 96.6% | 66.3%+30.2pp | 71.6%+24.9pp | 69.3%+27.2pp |
| Annual return | 12.79% | 20.12%-7.3pp | 63.52%-50.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $4,216 | $1,880+124.2% | $2,495+69.0% | $2,565+64.4% |
| Participant deferral / active EE | $5,478 | $2,919+87.7% | $3,699+48.1% | $3,952+38.6% |
| Admin fee / account holder | $19,817 | $5,972+231.8% | $5,828+240.0% | $6,260+216.6% |