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 | $66,597 | $45,035+47.9% | $62,995+5.7% | $70,131-5.0% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 13.26% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,032 | $2,051+47.8% | $2,759+9.9% | $2,342+29.4% |
| Participant deferral / active EE | $4,339 | $2,465+76.1% | $3,329+30.3% | $3,332+30.2% |
| Admin fee / account holder | $13,623 | $2,834+380.6% | $3,600+278.4% | $4,645+193.3% |