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 | $65,463 | $91,190-28.2% | $178,490-63.3% | $79,858-18.0% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 14.29% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,458 | $3,256+6.2% | $5,011-31.0% | $2,471+40.0% |
| Participant deferral / active EE | $6,737 | $3,236+108.2% | $5,202+29.5% | $3,740+80.1% |
| Admin fee / account holder | $1,862 | $6,751-72.4% | $13,984-86.7% | $5,306-64.9% |