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 | $58,210 | $124,425-53.2% | $112,040-48.0% | $137,256-57.6% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 19.18% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,370 | $3,411-30.5% | $2,954-19.8% | $4,156-43.0% |
| Participant deferral / active EE | $6,455 | $5,718+12.9% | $5,098+26.6% | $6,407+0.7% |
| Admin fee / account holder | $650 | $15,207-95.7% | $12,098-94.6% | $12,270-94.7% |