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 | $69,880 | $80,717-13.4% | $154,803-54.9% | $84,808-17.6% |
| Participation rate | 83.0% | 66.8%+16.2pp | 78.1%+4.9pp | 68.3%+14.7pp |
| Annual return | 42.97% | 37.96%+5.0pp | 58.88%-15.9pp | 40.90%+2.1pp |
| Employer contribution / active EE | $2,581 | $2,761-6.5% | $4,305-40.1% | $2,631-1.9% |
| Participant deferral / active EE | $4,567 | $3,303+38.3% | $5,540-17.6% | $4,212+8.4% |
| Admin fee / account holder | $816 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |