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 | $70,106 | $85,766-18.3% | $136,294-48.6% | $70,1310% |
| Participation rate | 81.1% | 74.2%+7.0pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 20.38% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $574 | $2,966-80.7% | $4,695-87.8% | $2,342-75.5% |
| Participant deferral / active EE | $3,558 | $5,051-29.6% | $6,247-43.1% | $3,332+6.8% |
| Admin fee / account holder | $2,518 | $5,420-53.6% | $9,243-72.8% | $4,645-45.8% |