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 | $88,973 | $118,450-24.9% | $98,439-9.6% | $139,434-36.2% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 16.07% | 18.94%-2.9pp | 21.16%-5.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,009 | $3,609-16.6% | $3,048-1.3% | $4,751-36.7% |
| Participant deferral / active EE | $6,018 | $5,392+11.6% | $4,738+27.0% | $6,710-10.3% |
| Admin fee / account holder | $19,656 | $14,026+40.1% | $8,948+119.7% | $11,403+72.4% |