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 | $59,604 | $76,367-22.0% | $93,606-36.3% | $72,985-18.3% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.5%+7.4pp |
| Annual return | 30.12% | 25.82%+4.3pp | 32.76%-2.6pp | 81.00%-50.9pp |
| Employer contribution / active EE | $8,803 | $2,275+286.9% | $2,718+223.9% | $2,440+260.8% |
| Participant deferral / active EE | $11,051 | $3,538+212.4% | $4,069+171.6% | $3,607+206.3% |
| Admin fee / account holder | $928 | $6,838-86.4% | $7,888-88.2% | $5,124-81.9% |