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 | $82,580 | $101,955-19.0% | $112,887-26.8% | $71,457+15.6% |
| Participation rate | 93.0% | 82.1%+10.9pp | 80.5%+12.5pp | 67.9%+25.1pp |
| Annual return | 20.17% | 28.92%-8.7pp | 34.10%-13.9pp | 28.85%-8.7pp |
| Employer contribution / active EE | $0 | $4,743-100.0% | $4,563-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,360 | $6,771-6.1% | $6,513-2.4% | $4,289+48.3% |
| Admin fee / account holder | $2,652 | $1,395+90.1% | $7,047-62.4% | $1,587+67.0% |