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 | $63,123 | $98,240-35.7% | $82,313-23.3% | $147,584-57.2% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 17.19% | 30.85%-13.7pp | 25.88%-8.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,290 | $3,192+3.1% | $2,428+35.5% | $4,876-32.5% |
| Participant deferral / active EE | $4,587 | $4,383+4.6% | $3,706+23.8% | $5,439-15.7% |
| Admin fee / account holder | $384 | $8,563-95.5% | $5,608-93.1% | $10,885-96.5% |