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 | $66,494 | $89,355-25.6% | $141,162-52.9% | $72,985-8.9% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 19.39% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,757 | $3,114-11.5% | $4,735-41.8% | $2,440+13.0% |
| Participant deferral / active EE | $4,827 | $5,418-10.9% | $6,709-28.1% | $3,607+33.8% |
| Admin fee / account holder | $1,023 | $5,958-82.8% | $10,261-90.0% | $5,124-80.0% |