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 | $59,373 | $91,190-34.9% | $178,490-66.7% | $79,858-25.7% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.7pp |
| Annual return | 18.63% | 24.19%-5.6pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,989 | $3,256+22.5% | $5,011-20.4% | $2,471+61.5% |
| Participant deferral / active EE | $6,383 | $3,236+97.2% | $5,202+22.7% | $3,740+70.7% |
| Admin fee / account holder | $447 | $6,751-93.4% | $13,984-96.8% | $5,306-91.6% |