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 | $70,058 | $89,355-21.6% | $141,162-50.4% | $72,985-4.0% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 26.74% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $5,239 | $3,114+68.2% | $4,735+10.6% | $2,440+114.7% |
| Participant deferral / active EE | $3,037 | $5,418-43.9% | $6,709-54.7% | $3,607-15.8% |
| Admin fee / account holder | $2,896 | $5,958-51.4% | $10,261-71.8% | $5,124-43.5% |