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 | $58,019 | $87,733-33.9% | $106,548-45.5% | $85,850-32.4% |
| Participation rate | 95.8% | 71.9%+23.9pp | 76.1%+19.7pp | 69.3%+26.5pp |
| Annual return | 11.36% | 21.86%-10.5pp | 26.80%-15.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,995 | $2,073+92.7% | $2,819+41.7% | $2,565+55.8% |
| Participant deferral / active EE | $3,980 | $3,469+14.7% | $4,398-9.5% | $3,952+0.7% |
| Admin fee / account holder | $10,568 | $6,767+56.2% | $7,407+42.7% | $6,260+68.8% |