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 | $55,015 | $98,750-44.3% | $149,696-63.2% | $79,858-31.1% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.0pp |
| Annual return | 21.54% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,029 | $3,216-5.8% | $4,644-34.8% | $2,471+22.6% |
| Participant deferral / active EE | $5,812 | $5,680+2.3% | $6,842-15.1% | $3,740+55.4% |
| Admin fee / account holder | $9,615 | $6,053+58.9% | $9,309+3.3% | $5,306+81.2% |