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 | $61,992 | $89,355-30.6% | $141,162-56.1% | $72,985-15.1% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 22.51% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,759 | $3,114+20.7% | $4,735-20.6% | $2,440+54.1% |
| Participant deferral / active EE | $5,034 | $5,418-7.1% | $6,709-25.0% | $3,607+39.5% |
| Admin fee / account holder | $8,096 | $5,958+35.9% | $10,261-21.1% | $5,124+58.0% |