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 | $62,826 | $125,758-50.0% | $169,993-63.0% | $75,163-16.4% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 16.50% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,783 | $4,615-39.7% | $6,785-59.0% | $2,670+4.2% |
| Participant deferral / active EE | $6,257 | $6,837-8.5% | $10,408-39.9% | $4,125+51.7% |
| Admin fee / account holder | $10,007 | $8,173+22.4% | $12,815-21.9% | $5,651+77.1% |