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 | $59,364 | $70,669-16.0% | $169,368-64.9% | $75,163-21.0% |
| Participation rate | 96.2% | 64.8%+31.4pp | 77.1%+19.0pp | 67.2%+29.0pp |
| Annual return | 24.08% | 36.36%-12.3pp | 405.60%-381.5pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,323 | $2,211-40.1% | $4,013-67.0% | $2,670-50.4% |
| Participant deferral / active EE | $4,833 | $4,311+12.1% | $6,221-22.3% | $4,125+17.2% |
| Admin fee / account holder | $5,061 | $5,402-6.3% | $9,003-43.8% | $5,651-10.4% |