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 | $69,594 | $79,944-12.9% | $98,439-29.3% | $75,163-7.4% |
| Participation rate | 86.7% | 70.4%+16.3pp | 75.2%+11.5pp | 67.2%+19.5pp |
| Annual return | 15.73% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,395 | $2,264+5.8% | $3,048-21.4% | $2,670-10.3% |
| Participant deferral / active EE | $6,473 | $3,752+72.5% | $4,738+36.6% | $4,125+56.9% |
| Admin fee / account holder | $15,155 | $6,840+121.6% | $8,948+69.4% | $5,651+168.2% |