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 | $58,438 | $98,750-40.8% | $149,696-61.0% | $79,858-26.8% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.5%-1.6pp | 69.6%+11.2pp |
| Annual return | 16.72% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,138 | $3,216-2.5% | $4,644-32.4% | $2,471+27.0% |
| Participant deferral / active EE | $7,342 | $5,680+29.3% | $6,842+7.3% | $3,740+96.3% |
| Admin fee / account holder | $7,889 | $6,053+30.3% | $9,309-15.3% | $5,306+48.7% |