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 | $60,607 | $210,698-71.2% | $178,014-66.0% | $145,959-58.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.41% | 386.27%-372.9pp | 294.80%-281.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,632 | $4,567-42.4% | $3,950-33.4% | $4,661-43.5% |
| Participant deferral / active EE | $3,324 | $6,958-52.2% | $6,276-47.0% | $6,689-50.3% |
| Admin fee / account holder | $31,508 | $12,016+162.2% | $10,362+204.1% | $13,398+135.2% |