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 | $68,891 | $101,069-31.8% | $81,478-15.4% | $147,584-53.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 21.23% | 32.40%-11.2pp | 38.78%-17.5pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,974 | $3,205-38.4% | $2,568-23.1% | $4,876-59.5% |
| Participant deferral / active EE | $4,358 | $4,242+2.7% | $3,537+23.2% | $5,439-19.9% |
| Admin fee / account holder | $1,792 | $5,812-69.2% | $4,561-60.7% | $10,885-83.5% |