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 | $59,384 | $48,364+22.8% | $71,796-17.3% | $62,891-5.6% |
| Participation rate | 96.3% | 60.6%+35.7pp | 69.1%+27.2pp | 69.3%+27.0pp |
| Annual return | 7.26% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $996 | $1,042-4.4% | $1,924-48.2% | $2,281-56.3% |
| Participant deferral / active EE | $3,537 | $2,091+69.1% | $2,794+26.6% | $3,203+10.4% |
| Admin fee / account holder | $1,452 | $3,771-61.5% | $4,815-69.8% | $4,296-66.2% |