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 | $57,813 | $102,828-43.8% | $105,387-45.1% | $152,861-62.2% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.6%+6.9pp | 82.4%+7.0pp |
| Annual return | 21.12% | 20.85%+0.3pp | 26.82%-5.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,692 | $4,473-39.8% | $4,213-36.1% | $4,762-43.5% |
| Participant deferral / active EE | $7,359 | $5,465+34.7% | $5,502+33.7% | $5,850+25.8% |
| Admin fee / account holder | $7,363 | $8,683-15.2% | $6,559+12.3% | $11,596-36.5% |