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 | $77,159 | $98,240-21.5% | $82,313-6.3% | $147,584-47.7% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 10.27% | 30.85%-20.6pp | 25.88%-15.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,954 | $3,192+23.9% | $2,428+62.8% | $4,876-18.9% |
| Participant deferral / active EE | $2,129 | $4,383-51.4% | $3,706-42.6% | $5,439-60.9% |
| Admin fee / account holder | $9,960 | $8,563+16.3% | $5,608+77.6% | $10,885-8.5% |