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 | $62,696 | $165,335-62.1% | $149,696-58.1% | $158,922-60.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.08% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $7,069 | $5,103+38.5% | $4,644+52.2% | $4,761+48.5% |
| Participant deferral / active EE | $11,567 | $7,181+61.1% | $6,842+69.1% | $5,982+93.4% |
| Admin fee / account holder | $7,750 | $10,807-28.3% | $9,309-16.7% | $11,246-31.1% |