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 | $62,475 | $232,540-73.1% | $185,117-66.3% | $147,584-57.7% |
| Participation rate | 92.3% | 82.4%+10.0pp | 77.3%+15.0pp | 82.8%+9.5pp |
| Annual return | 10.85% | 43.03%-32.2pp | 40.50%-29.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,840 | $5,195-45.3% | $4,182-32.1% | $4,876-41.8% |
| Participant deferral / active EE | $5,205 | $5,834-10.8% | $5,045+3.2% | $5,439-4.3% |
| Admin fee / account holder | $1,737 | $10,275-83.1% | $8,159-78.7% | $10,885-84.0% |