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 | $61,699 | $137,414-55.1% | $189,513-67.4% | $85,850-28.1% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 13.71% | 38.14%-24.4pp | 555.15%-541.4pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,347 | $4,344-69.0% | $6,162-78.1% | $2,565-47.5% |
| Participant deferral / active EE | $3,461 | $6,260-44.7% | $8,221-57.9% | $3,952-12.4% |
| Admin fee / account holder | $6,867 | $8,630-20.4% | $12,045-43.0% | $6,260+9.7% |