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 | $62,040 | $53,127+16.8% | $86,590-28.4% | $70,131-11.5% |
| Participation rate | 72.1% | 65.3%+6.8pp | 73.5%-1.5pp | 69.5%+2.6pp |
| Annual return | 16.94% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,999 | $2,068-3.3% | $2,839-29.6% | $2,342-14.7% |
| Participant deferral / active EE | $5,114 | $2,696+89.7% | $3,609+41.7% | $3,332+53.5% |
| Admin fee / account holder | $2,877 | $3,585-19.7% | $4,906-41.3% | $4,645-38.1% |