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 | $66,926 | $135,952-50.8% | $123,892-46.0% | $273,961-75.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,367 | $5,170-73.6% | $4,617-70.4% | $4,869-71.9% |
| Participant deferral / active EE | $8,559 | $6,343+34.9% | $5,984+43.0% | $5,287+61.9% |
| Admin fee / account holder | $12,591 | $9,817+28.3% | $8,357+50.7% | $10,132+24.3% |