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 | $70,599 | $62,672+12.6% | $185,117-61.9% | $70,131+0.7% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 16.30% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,179 | $1,753+81.3% | $4,182-24.0% | $2,342+35.7% |
| Participant deferral / active EE | $3,084 | $3,272-5.7% | $5,045-38.9% | $3,332-7.4% |
| Admin fee / account holder | $387 | $3,932-90.2% | $8,159-95.3% | $4,645-91.7% |