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 | $63,047 | $93,571-32.6% | $135,903-53.6% | $75,163-16.1% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 52.44% | 30.90%+21.5pp | 68.23%-15.8pp | 160.62%-108.2pp |
| Employer contribution / active EE | $2,030 | $3,537-42.6% | $4,856-58.2% | $2,670-24.0% |
| Participant deferral / active EE | $5,312 | $6,404-17.1% | $7,758-31.5% | $4,125+28.8% |
| Admin fee / account holder | $1,473 | $6,975-78.9% | $10,762-86.3% | $5,651-73.9% |