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 | $60,731 | $85,766-29.2% | $136,294-55.4% | $70,131-13.4% |
| Participation rate | 95.8% | 74.2%+21.7pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 27.11% | 31.45%-4.3pp | 5155.94%-5128.8pp | 73.14%-46.0pp |
| Employer contribution / active EE | $4,113 | $2,966+38.7% | $4,695-12.4% | $2,342+75.6% |
| Participant deferral / active EE | $9,042 | $5,051+79.0% | $6,247+44.7% | $3,332+171.4% |
| Admin fee / account holder | $9,619 | $5,420+77.4% | $9,243+4.1% | $4,645+107.1% |