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 | $56,452 | $99,341-43.2% | $84,750-33.4% | $273,961-79.4% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 307.99% | 22.93%+285.1pp | 22.78%+285.2pp | 41.45%+266.5pp |
| Employer contribution / active EE | $3,503 | $4,214-16.9% | $3,574-2.0% | $4,869-28.1% |
| Participant deferral / active EE | $8,608 | $4,269+101.6% | $3,712+131.9% | $5,287+62.8% |
| Admin fee / account holder | $1,690 | $6,644-74.6% | $5,332-68.3% | $10,132-83.3% |