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 | $66,409 | $89,355-25.7% | $141,162-53.0% | $72,985-9.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 33.42% | 111.85%-78.4pp | 71.39%-38.0pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,098 | $3,114-64.7% | $4,735-76.8% | $2,440-55.0% |
| Participant deferral / active EE | $8,074 | $5,418+49.0% | $6,709+20.3% | $3,607+123.8% |
| Admin fee / account holder | $2,147 | $5,958-64.0% | $10,261-79.1% | $5,124-58.1% |