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 | $70,105 | $177,572-60.5% | $154,803-54.7% | $142,382-50.8% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 18.92% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,095 | $4,810+26.7% | $4,305+41.6% | $4,299+41.8% |
| Participant deferral / active EE | $4,931 | $6,272-21.4% | $5,540-11.0% | $6,507-24.2% |
| Admin fee / account holder | $6,411 | $16,786-61.8% | $14,329-55.3% | $12,624-49.2% |