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 | $66,877 | $89,355-25.2% | $141,162-52.6% | $72,985-8.4% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 41.23% | 111.85%-70.6pp | 71.39%-30.2pp | 81.00%-39.8pp |
| Employer contribution / active EE | $3,676 | $3,114+18.0% | $4,735-22.4% | $2,440+50.7% |
| Participant deferral / active EE | $8,665 | $5,418+59.9% | $6,709+29.2% | $3,607+140.2% |
| Admin fee / account holder | $473 | $5,958-92.1% | $10,261-95.4% | $5,124-90.8% |