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 | $62,985 | $77,634-18.9% | $156,549-59.8% | $62,891+0.1% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.7pp | 69.3%+20.4pp |
| Annual return | 14.64% | 50.32%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $5,197 | $3,444+50.9% | $5,501-5.5% | $2,281+127.9% |
| Participant deferral / active EE | $3,783 | $3,045+24.2% | $4,871-22.3% | $3,203+18.1% |
| Admin fee / account holder | $4,191 | $5,561-24.6% | $13,027-67.8% | $4,296-2.4% |