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 | $60,118 | $98,750-39.1% | $149,696-59.8% | $79,858-24.7% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.6%+6.7pp |
| Annual return | 26.09% | 27.43%-1.3pp | 276.60%-250.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $3,217 | $3,2160% | $4,644-30.7% | $2,471+30.2% |
| Participant deferral / active EE | $6,996 | $5,680+23.2% | $6,842+2.3% | $3,740+87.1% |
| Admin fee / account holder | $1,600 | $6,053-73.6% | $9,309-82.8% | $5,306-69.8% |