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 | $66,728 | $135,635-50.8% | $110,238-39.5% | $135,375-50.7% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.8%+6.5pp | 82.6%+3.7pp |
| Annual return | 5.97% | 513.19%-507.2pp | 314.74%-308.8pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,813 | $4,906-63.1% | $3,826-52.6% | $4,779-62.1% |
| Participant deferral / active EE | $3,261 | $5,506-40.8% | $4,672-30.2% | $5,609-41.9% |
| Admin fee / account holder | $1,966 | $11,457-82.8% | $8,547-77.0% | $10,827-81.8% |