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 | $61,679 | $106,584-42.1% | $101,326-39.1% | $142,382-56.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 17.14% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,565 | $3,956+40.7% | $3,665+51.8% | $4,299+29.4% |
| Participant deferral / active EE | $9,369 | $8,297+12.9% | $7,994+17.2% | $6,507+44.0% |
| Admin fee / account holder | $2,749 | $11,446-76.0% | $11,185-75.4% | $12,624-78.2% |