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 | $66,641 | $156,846-57.5% | $121,098-45.0% | $139,434-52.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.60% | 1474.56%-1459.0pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,008 | $5,536-81.8% | $4,164-75.8% | $4,751-78.8% |
| Participant deferral / active EE | $3,758 | $4,844-22.4% | $4,080-7.9% | $6,710-44.0% |
| Admin fee / account holder | $1,049 | $6,946-84.9% | $5,644-81.4% | $11,403-90.8% |