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 | $63,401 | $88,634-28.5% | $101,326-37.4% | $74,304-14.7% |
| Participation rate | 79.3% | 76.9%+2.4pp | 81.5%-2.2pp | 60.3%+18.9pp |
| Annual return | 16.19% | 33.10%-16.9pp | 36.82%-20.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,369 | $2,930+15.0% | $3,665-8.1% | $2,241+50.3% |
| Participant deferral / active EE | $6,750 | $7,322-7.8% | $7,994-15.6% | $3,767+79.2% |
| Admin fee / account holder | $962 | $2,425-60.4% | $11,185-91.4% | $2,969-67.6% |