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 | $74,509 | $93,571-20.4% | $135,903-45.2% | $75,163-0.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 25.33% | 30.90%-5.6pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $2,221 | $3,537-37.2% | $4,856-54.3% | $2,670-16.8% |
| Participant deferral / active EE | $5,580 | $6,404-12.9% | $7,758-28.1% | $4,125+35.3% |
| Admin fee / account holder | $331 | $6,975-95.3% | $10,762-96.9% | $5,651-94.1% |