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 | $60,139 | $89,355-32.7% | $141,162-57.4% | $72,985-17.6% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 27.44% | 111.85%-84.4pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $3,223 | $3,114+3.5% | $4,735-31.9% | $2,440+32.1% |
| Participant deferral / active EE | $6,486 | $5,418+19.7% | $6,709-3.3% | $3,607+79.8% |
| Admin fee / account holder | $706 | $5,958-88.1% | $10,261-93.1% | $5,124-86.2% |