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 | $62,085 | $93,571-33.6% | $135,903-54.3% | $75,163-17.4% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 18.05% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,327 | $3,537-62.5% | $4,856-72.7% | $2,670-50.3% |
| Participant deferral / active EE | $7,751 | $6,404+21.0% | $7,758-0.1% | $4,125+87.9% |
| Admin fee / account holder | $1,819 | $6,975-73.9% | $10,762-83.1% | $5,651-67.8% |