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 | $59,644 | $70,669-15.6% | $169,368-64.8% | $75,163-20.6% |
| Participation rate | 95.2% | 64.8%+30.4pp | 77.1%+18.1pp | 67.2%+28.0pp |
| Annual return | 15.43% | 36.36%-20.9pp | 405.60%-390.2pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,804 | $2,211-18.4% | $4,013-55.0% | $2,670-32.4% |
| Participant deferral / active EE | $6,215 | $4,311+44.2% | $6,221-0.1% | $4,125+50.7% |
| Admin fee / account holder | $1,973 | $5,402-63.5% | $9,003-78.1% | $5,651-65.1% |