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 | $61,091 | $68,346-10.6% | $94,646-35.5% | $75,163-18.7% |
| Participation rate | 89.7% | 76.1%+13.6pp | 80.8%+8.9pp | 67.2%+22.6pp |
| Annual return | 23.95% | 616.93%-593.0pp | 156.71%-132.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,598 | $2,701-3.8% | $3,672-29.3% | $2,670-2.7% |
| Participant deferral / active EE | $3,214 | $6,537-50.8% | $7,418-56.7% | $4,125-22.1% |
| Admin fee / account holder | $1,270 | $5,326-76.2% | $7,231-82.4% | $5,651-77.5% |