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 | $68,604 | $142,405-51.8% | $115,157-40.4% | $152,861-55.1% |
| Participation rate | 91.3% | 82.4%+9.0pp | 75.9%+15.4pp | 82.4%+8.9pp |
| Annual return | 17.04% | 41.48%-24.4pp | 35.60%-18.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,392 | $4,010-15.4% | $3,179+6.7% | $4,762-28.8% |
| Participant deferral / active EE | $4,344 | $5,164-15.9% | $4,168+4.2% | $5,850-25.7% |
| Admin fee / account holder | $1,990 | $8,462-76.5% | $7,088-71.9% | $11,596-82.8% |