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 | $68,392 | $103,376-33.8% | $87,100-21.5% | $152,861-55.3% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 23.65% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,242 | $3,220+0.7% | $2,521+28.6% | $4,762-31.9% |
| Participant deferral / active EE | $2,846 | $4,778-40.4% | $4,049-29.7% | $5,850-51.3% |
| Admin fee / account holder | $9,527 | $12,205-21.9% | $7,497+27.1% | $11,596-17.8% |