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 | $64,637 | $96,484-33.0% | $75,886-14.8% | $152,861-57.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 20.05% | 33.98%-13.9pp | 30.76%-10.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $8,101 | $3,309+144.8% | $2,500+224.0% | $4,762+70.1% |
| Participant deferral / active EE | $2,971 | $4,553-34.8% | $3,603-17.5% | $5,850-49.2% |
| Admin fee / account holder | $1,123 | $8,078-86.1% | $5,418-79.3% | $11,596-90.3% |