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 | $66,022 | $85,766-23.0% | $136,294-51.6% | $70,131-5.9% |
| Participation rate | 70.1% | 74.2%-4.0pp | 81.9%-11.8pp | 69.5%+0.6pp |
| Annual return | 21.45% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,725 | $2,966-41.9% | $4,695-63.3% | $2,342-26.4% |
| Participant deferral / active EE | $9,441 | $5,051+86.9% | $6,247+51.1% | $3,332+183.4% |
| Admin fee / account holder | $2,178 | $5,420-59.8% | $9,243-76.4% | $4,645-53.1% |