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 | $63,922 | $127,386-49.8% | $115,037-44.4% | $125,391-49.0% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | 0.66% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,638 | $5,166-48.9% | $4,608-42.8% | $4,866-45.8% |
| Participant deferral / active EE | $6,195 | $6,423-3.5% | $6,026+2.8% | $5,352+15.8% |
| Admin fee / account holder | $627 | $9,516-93.4% | $8,175-92.3% | $9,540-93.4% |