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 | $63,442 | $127,065-50.1% | $113,168-43.9% | $142,382-55.4% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 16.70% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,635 | $3,442+5.6% | $2,975+22.2% | $4,299-15.4% |
| Participant deferral / active EE | $9,079 | $5,716+58.8% | $5,107+77.8% | $6,507+39.5% |
| Admin fee / account holder | $6,888 | $15,736-56.2% | $12,068-42.9% | $12,624-45.4% |