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 | $60,653 | $89,355-32.1% | $141,162-57.0% | $72,985-16.9% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 34.38% | 111.85%-77.5pp | 71.39%-37.0pp | 81.00%-46.6pp |
| Employer contribution / active EE | $3,712 | $3,114+19.2% | $4,735-21.6% | $2,440+52.1% |
| Participant deferral / active EE | $10,457 | $5,418+93.0% | $6,709+55.9% | $3,607+189.9% |
| Admin fee / account holder | $2,395 | $5,958-59.8% | $10,261-76.7% | $5,124-53.3% |