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 | $59,233 | $111,814-47.0% | $103,374-42.7% | $145,959-59.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,677 | $4,214-36.5% | $3,869-30.8% | $4,661-42.6% |
| Participant deferral / active EE | $3,621 | $5,618-35.6% | $5,058-28.4% | $6,689-45.9% |
| Admin fee / account holder | $6,995 | $9,754-28.3% | $8,394-16.7% | $13,398-47.8% |