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 | $62,659 | $179,726-65.1% | $156,263-59.9% | $142,382-56.0% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 11.97% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $7,116 | $5,069+40.4% | $4,333+64.2% | $4,299+65.5% |
| Participant deferral / active EE | $3,252 | $6,956-53.3% | $6,158-47.2% | $6,507-50.0% |
| Admin fee / account holder | $5,180 | $17,272-70.0% | $14,255-63.7% | $12,624-59.0% |