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 | $60,311 | $85,766-29.7% | $136,294-55.7% | $70,131-14.0% |
| Participation rate | 95.8% | 74.2%+21.6pp | 81.9%+13.9pp | 69.5%+26.2pp |
| Annual return | 43.26% | 31.45%+11.8pp | 5155.94%-5112.7pp | 73.14%-29.9pp |
| Employer contribution / active EE | $3,028 | $2,966+2.1% | $4,695-35.5% | $2,342+29.3% |
| Participant deferral / active EE | $9,937 | $5,051+96.7% | $6,247+59.1% | $3,332+198.2% |
| Admin fee / account holder | $1,059 | $5,420-80.5% | $9,243-88.5% | $4,645-77.2% |