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 | $64,136 | $58,694+9.3% | $142,863-55.1% | $85,850-25.3% |
| Participation rate | 70.4% | 58.5%+11.9pp | 71.9%-1.6pp | 69.3%+1.1pp |
| Annual return | 16.48% | 27.72%-11.2pp | 5637.54%-5621.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,097 | $1,423-22.9% | $4,144-73.5% | $2,565-57.2% |
| Participant deferral / active EE | $2,360 | $2,607-9.5% | $3,837-38.5% | $3,952-40.3% |
| Admin fee / account holder | $2,399 | $4,239-43.4% | $6,560-63.4% | $6,260-61.7% |