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 | $77,300 | $228,332-66.1% | $185,823-58.4% | $158,922-51.4% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 10.50% | 40.80%-30.3pp | 35.95%-25.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $4,966 | $4,9670% | $4,087+21.5% | $4,761+4.3% |
| Participant deferral / active EE | $8,870 | $6,415+38.3% | $5,632+57.5% | $5,982+48.3% |
| Admin fee / account holder | $30,699 | $11,864+158.8% | $9,500+223.1% | $11,246+173.0% |