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 | $53,677 | $124,425-56.9% | $112,040-52.1% | $137,256-60.9% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 13.50% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,701 | $3,411-50.1% | $2,954-42.4% | $4,156-59.1% |
| Participant deferral / active EE | $2,518 | $5,718-56.0% | $5,098-50.6% | $6,407-60.7% |
| Admin fee / account holder | $10,646 | $15,207-30.0% | $12,098-12.0% | $12,270-13.2% |