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 | $61,690 | $98,750-37.5% | $149,696-58.8% | $79,858-22.8% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+8.0pp |
| Annual return | 23.34% | 27.43%-4.1pp | 276.60%-253.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,413 | $3,216-56.1% | $4,644-69.6% | $2,471-42.8% |
| Participant deferral / active EE | $5,953 | $5,680+4.8% | $6,842-13.0% | $3,740+59.2% |
| Admin fee / account holder | $1,491 | $6,053-75.4% | $9,309-84.0% | $5,306-71.9% |