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 | $62,914 | $107,334-41.4% | $92,893-32.3% | $152,861-58.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 20.53% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,065 | $4,221-74.8% | $3,653-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $2,392 | $4,845-50.6% | $4,236-43.5% | $5,850-59.1% |
| Admin fee / account holder | $2,461 | $7,079-65.2% | $5,794-57.5% | $11,596-78.8% |