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 | $79,167 | $124,425-36.4% | $112,040-29.3% | $137,256-42.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 14.21% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,061 | $3,411-39.6% | $2,954-30.2% | $4,156-50.4% |
| Participant deferral / active EE | $7,915 | $5,718+38.4% | $5,098+55.3% | $6,407+23.5% |
| Admin fee / account holder | $2,418 | $15,207-84.1% | $12,098-80.0% | $12,270-80.3% |