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 | $64,082 | $77,813-17.6% | $123,544-48.1% | $64,186-0.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | 3.62% | 12.48%-8.9pp | 119.20%-115.6pp | 7.63%-4.0pp |
| Employer contribution / active EE | $3,038 | $3,014+0.8% | $4,628-34.4% | $2,381+27.6% |
| Participant deferral / active EE | $7,037 | $5,240+34.3% | $6,426+9.5% | $3,470+102.8% |
| Admin fee / account holder | $17,646 | $5,519+219.8% | $9,284+90.1% | $4,888+261.0% |