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 | $79,135 | $124,425-36.4% | $112,040-29.4% | $137,256-42.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 16.42% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,971 | $3,411-42.2% | $2,954-33.3% | $4,156-52.6% |
| Participant deferral / active EE | $3,638 | $5,718-36.4% | $5,098-28.6% | $6,407-43.2% |
| Admin fee / account holder | $2,284 | $15,207-85.0% | $12,098-81.1% | $12,270-81.4% |