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 | $61,714 | $65,395-5.6% | $182,532-66.2% | $72,985-15.4% |
| Participation rate | 80.8% | 65.4%+15.3pp | 78.0%+2.8pp | 69.5%+11.3pp |
| Annual return | 26.58% | 27.68%-1.1pp | 148.54%-122.0pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,350 | $1,911+75.3% | $4,076-17.8% | $2,440+37.3% |
| Participant deferral / active EE | $5,564 | $3,563+56.2% | $5,524+0.7% | $3,607+54.2% |
| Admin fee / account holder | $3,341 | $4,245-21.3% | $8,592-61.1% | $5,124-34.8% |