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 | $80,518 | $89,355-9.9% | $141,162-43.0% | $72,985+10.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 38.00% | 111.85%-73.8pp | 71.39%-33.4pp | 81.00%-43.0pp |
| Employer contribution / active EE | $2,302 | $3,114-26.1% | $4,735-51.4% | $2,440-5.7% |
| Participant deferral / active EE | $8,710 | $5,418+60.8% | $6,709+29.8% | $3,607+141.4% |
| Admin fee / account holder | $9,929 | $5,958+66.6% | $10,261-3.2% | $5,124+93.8% |