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 | $57,955 | $77,813-25.5% | $123,544-53.1% | $64,186-9.7% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | 7.21% | 12.48%-5.3pp | 119.20%-112.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $3,203 | $3,014+6.3% | $4,628-30.8% | $2,381+34.5% |
| Participant deferral / active EE | $7,303 | $5,240+39.4% | $6,426+13.7% | $3,470+110.5% |
| Admin fee / account holder | $9,003 | $5,519+63.1% | $9,284-3.0% | $4,888+84.2% |