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 | $61,916 | $76,407-19.0% | $150,298-58.8% | $82,448-24.9% |
| Participation rate | 91.3% | 66.4%+24.9pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 15.15% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $6,087 | $2,614+132.9% | $4,154+46.5% | $2,551+138.6% |
| Participant deferral / active EE | $12,367 | $3,214+284.7% | $5,453+126.8% | $4,139+198.8% |
| Admin fee / account holder | $745 | $6,352-88.3% | $14,116-94.7% | $7,234-89.7% |