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 | $50,972 | $89,355-43.0% | $141,162-63.9% | $72,985-30.2% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 25.89% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $4,999 | $3,114+60.5% | $4,735+5.6% | $2,440+104.9% |
| Participant deferral / active EE | $5,838 | $5,418+7.8% | $6,709-13.0% | $3,607+61.8% |
| Admin fee / account holder | $1,575 | $5,958-73.6% | $10,261-84.7% | $5,124-69.3% |