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 | $75,083 | $98,750-24.0% | $149,696-49.8% | $79,858-6.0% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.9pp |
| Annual return | 17.82% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,302 | $3,216+2.7% | $4,644-28.9% | $2,471+33.6% |
| Participant deferral / active EE | $7,104 | $5,680+25.1% | $6,842+3.8% | $3,740+89.9% |
| Admin fee / account holder | $3,650 | $6,053-39.7% | $9,309-60.8% | $5,306-31.2% |