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 | $59,084 | $84,233-29.9% | $170,442-65.3% | $70,131-15.8% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 15.95% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,824 | $3,387+12.9% | $5,433-29.6% | $2,342+63.2% |
| Participant deferral / active EE | $2,680 | $3,086-13.1% | $4,939-45.7% | $3,332-19.5% |
| Admin fee / account holder | $1,472 | $5,698-74.2% | $13,880-89.4% | $4,645-68.3% |