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 | $69,651 | $110,257-36.8% | $96,544-27.9% | $139,434-50.0% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 16.23% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $6,444 | $3,620+78.0% | $2,965+117.3% | $4,751+35.6% |
| Participant deferral / active EE | $7,815 | $5,548+40.9% | $4,851+61.1% | $6,710+16.5% |
| Admin fee / account holder | $5,700 | $11,591-50.8% | $8,252-30.9% | $11,403-50.0% |