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 | $62,787 | $98,750-36.4% | $149,696-58.1% | $79,858-21.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 12.46% | 27.43%-15.0pp | 276.60%-264.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,725 | $3,216-15.3% | $4,644-41.3% | $2,471+10.3% |
| Participant deferral / active EE | $6,501 | $5,680+14.4% | $6,842-5.0% | $3,740+73.8% |
| Admin fee / account holder | $2,438 | $6,053-59.7% | $9,309-73.8% | $5,306-54.1% |