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 | $59,334 | $89,355-33.6% | $141,162-58.0% | $72,985-18.7% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 24.48% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,826 | $3,114+22.9% | $4,735-19.2% | $2,440+56.8% |
| Participant deferral / active EE | $5,721 | $5,418+5.6% | $6,709-14.7% | $3,607+58.6% |
| Admin fee / account holder | $885 | $5,958-85.1% | $10,261-91.4% | $5,124-82.7% |