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 | $60,905 | $78,672-22.6% | $109,143-44.2% | $85,850-29.1% |
| Participation rate | 81.3% | 68.3%+13.0pp | 75.9%+5.4pp | 69.3%+11.9pp |
| Annual return | 15.85% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,684 | $2,735+34.7% | $3,722-1.0% | $2,565+43.6% |
| Participant deferral / active EE | $5,637 | $3,467+62.6% | $4,653+21.1% | $3,952+42.6% |
| Admin fee / account holder | $800 | $5,469-85.4% | $6,752-88.2% | $6,260-87.2% |