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 | $62,318 | $106,515-41.5% | $96,683-35.5% | $139,434-55.3% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $6,830 | $4,103+66.5% | $3,737+82.8% | $4,751+43.8% |
| Participant deferral / active EE | $3,591 | $5,454-34.2% | $4,878-26.4% | $6,710-46.5% |
| Admin fee / account holder | $813 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |