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 | $66,251 | $98,750-32.9% | $149,696-55.7% | $79,858-17.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 24.18% | 27.43%-3.2pp | 276.60%-252.4pp | 31.71%-7.5pp |
| Employer contribution / active EE | $3,806 | $3,216+18.3% | $4,644-18.0% | $2,471+54.1% |
| Participant deferral / active EE | $7,499 | $5,680+32.0% | $6,842+9.6% | $3,740+100.5% |
| Admin fee / account holder | $824 | $6,053-86.4% | $9,309-91.2% | $5,306-84.5% |