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 | $54,775 | $124,425-56.0% | $112,040-51.1% | $137,256-60.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.60% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,428 | $3,411-28.8% | $2,954-17.8% | $4,156-41.6% |
| Participant deferral / active EE | $3,153 | $5,718-44.9% | $5,098-38.1% | $6,407-50.8% |
| Admin fee / account holder | $338 | $15,207-97.8% | $12,098-97.2% | $12,270-97.2% |