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 | $71,937 | $98,750-27.2% | $149,696-51.9% | $79,858-9.9% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+24.0pp |
| Annual return | 29.13% | 27.43%+1.7pp | 276.60%-247.5pp | 31.71%-2.6pp |
| Employer contribution / active EE | $2,633 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $5,232 | $5,680-7.9% | $6,842-23.5% | $3,740+39.9% |
| Admin fee / account holder | $3,401 | $6,053-43.8% | $9,309-63.5% | $5,306-35.9% |