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 | $76,475 | $135,952-43.7% | $123,892-38.3% | $273,961-72.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.42% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,587 | $5,170-50.0% | $4,617-44.0% | $4,869-46.9% |
| Participant deferral / active EE | $5,744 | $6,343-9.4% | $5,984-4.0% | $5,287+8.6% |
| Admin fee / account holder | $11,065 | $9,817+12.7% | $8,357+32.4% | $10,132+9.2% |