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 | $71,817 | $86,286-16.8% | $111,297-35.5% | $85,850-16.3% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 18.14% | 19.99%-1.8pp | 54.65%-36.5pp | 318.53%-300.4pp |
| Employer contribution / active EE | $3,129 | $2,043+53.2% | $2,731+14.6% | $2,565+22.0% |
| Participant deferral / active EE | $4,807 | $3,641+32.0% | $4,487+7.1% | $3,952+21.6% |
| Admin fee / account holder | $8,591 | $8,188+4.9% | $7,964+7.9% | $6,260+37.2% |