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 | $59,599 | $106,515-44.0% | $96,683-38.4% | $139,434-57.3% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 20.65% | 38.43%-17.8pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,632 | $4,103+12.9% | $3,737+23.9% | $4,751-2.5% |
| Participant deferral / active EE | $3,509 | $5,454-35.7% | $4,878-28.1% | $6,710-47.7% |
| Admin fee / account holder | $2,338 | $7,877-70.3% | $6,730-65.3% | $11,403-79.5% |