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 | $72,610 | $117,983-38.5% | $101,794-28.7% | $142,382-49.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.06% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,085 | $2,773+11.3% | $2,289+34.8% | $4,299-28.2% |
| Participant deferral / active EE | $3,152 | $4,714-33.1% | $4,084-22.8% | $6,507-51.6% |
| Admin fee / account holder | $2,209 | $10,433-78.8% | $8,777-74.8% | $12,624-82.5% |