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 | $81,461 | $115,882-29.7% | $100,516-19.0% | $158,922-48.7% |
| Participation rate | 87.0% | 81.6%+5.4pp | 79.4%+7.6pp | 82.0%+5.0pp |
| Annual return | 15.12% | 34.79%-19.7pp | 30.89%-15.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,336 | $4,103-67.4% | $3,418-60.9% | $4,761-71.9% |
| Participant deferral / active EE | $6,668 | $6,674-0.1% | $6,270+6.4% | $5,982+11.5% |
| Admin fee / account holder | $408 | $10,995-96.3% | $8,081-95.0% | $11,246-96.4% |