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 | $56,726 | $98,750-42.6% | $149,696-62.1% | $79,858-29.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 14.60% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $747 | $3,216-76.8% | $4,644-83.9% | $2,471-69.8% |
| Participant deferral / active EE | $3,143 | $5,680-44.7% | $6,842-54.1% | $3,740-16.0% |
| Admin fee / account holder | $3,208 | $6,053-47.0% | $9,309-65.5% | $5,306-39.6% |