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 | $62,815 | $93,571-32.9% | $135,903-53.8% | $75,163-16.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 23.96% | 30.90%-6.9pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $3,012 | $3,537-14.8% | $4,856-38.0% | $2,670+12.8% |
| Participant deferral / active EE | $6,254 | $6,404-2.3% | $7,758-19.4% | $4,125+51.6% |
| Admin fee / account holder | $2,551 | $6,975-63.4% | $10,762-76.3% | $5,651-54.9% |