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 | $62,262 | $117,381-47.0% | $99,443-37.4% | $152,861-59.3% |
| Participation rate | 79.2% | 77.5%+1.6pp | 73.8%+5.3pp | 82.4%-3.3pp |
| Annual return | 23.62% | 31.87%-8.2pp | 30.72%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,234 | $3,013-59.0% | $2,540-51.4% | $4,762-74.1% |
| Participant deferral / active EE | $3,004 | $4,086-26.5% | $3,619-17.0% | $5,850-48.7% |
| Admin fee / account holder | $849 | $7,631-88.9% | $6,250-86.4% | $11,596-92.7% |