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 | $63,279 | $99,079-36.1% | $77,999-18.9% | $273,961-76.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 7.74% | 217.93%-210.2pp | 425.96%-418.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,803 | $3,308-45.5% | $2,470-27.0% | $4,869-63.0% |
| Participant deferral / active EE | $3,757 | $4,306-12.7% | $3,497+7.5% | $5,287-28.9% |
| Admin fee / account holder | $1,084 | $8,954-87.9% | $5,480-80.2% | $10,132-89.3% |