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 | $26,247 | $89,355-70.6% | $141,162-81.4% | $72,985-64.0% |
| Participation rate | 80.6% | 75.1%+5.4pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 30.05% | 111.85%-81.8pp | 71.39%-41.3pp | 81.00%-51.0pp |
| Employer contribution / active EE | $3,523 | $3,114+13.1% | $4,735-25.6% | $2,440+44.4% |
| Participant deferral / active EE | $6,369 | $5,418+17.6% | $6,709-5.1% | $3,607+76.6% |
| Admin fee / account holder | $2,931 | $5,958-50.8% | $10,261-71.4% | $5,124-42.8% |