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 | $62,066 | $93,571-33.7% | $135,903-54.3% | $75,163-17.4% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 20.77% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,282 | $3,537+21.1% | $4,856-11.8% | $2,670+60.4% |
| Participant deferral / active EE | $10,957 | $6,404+71.1% | $7,758+41.2% | $4,125+165.6% |
| Admin fee / account holder | $1,946 | $6,975-72.1% | $10,762-81.9% | $5,651-65.6% |