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 | $60,556 | $135,952-55.5% | $123,892-51.1% | $273,961-77.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 18.69% | 56.63%-37.9pp | 47.52%-28.8pp | 41.45%-22.8pp |
| Employer contribution / active EE | $1,528 | $5,170-70.4% | $4,617-66.9% | $4,869-68.6% |
| Participant deferral / active EE | $11,468 | $6,343+80.8% | $5,984+91.6% | $5,287+116.9% |
| Admin fee / account holder | $644 | $9,817-93.4% | $8,357-92.3% | $10,132-93.6% |