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 8-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 | $63,741 | $127,065-49.8% | $113,168-43.7% | $142,382-55.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 19.00% | 24.03%-5.0pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,903 | $3,442-15.7% | $2,975-2.4% | $4,299-32.5% |
| Participant deferral / active EE | $7,346 | $5,716+28.5% | $5,107+43.8% | $6,507+12.9% |
| Admin fee / account holder | $736 | $15,736-95.3% | $12,068-93.9% | $12,624-94.2% |