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 | $66,442 | $54,701+21.5% | $86,188-22.9% | $71,457-7.0% |
| Participation rate | 75.5% | 60.1%+15.4pp | 69.0%+6.5pp | 67.9%+7.6pp |
| Annual return | 17.09% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,303 | $1,265+3.0% | $2,380-45.2% | $2,588-49.6% |
| Participant deferral / active EE | $6,013 | $3,108+93.4% | $3,985+50.9% | $4,289+40.2% |
| Admin fee / account holder | $1,709 | $1,922-11.0% | $6,852-75.1% | $1,587+7.7% |