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 | $77,502 | $127,065-39.0% | $113,168-31.5% | $142,382-45.6% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 15.84% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,862 | $3,442-16.8% | $2,975-3.8% | $4,299-33.4% |
| Participant deferral / active EE | $7,788 | $5,716+36.2% | $5,107+52.5% | $6,507+19.7% |
| Admin fee / account holder | $1,086 | $15,736-93.1% | $12,068-91.0% | $12,624-91.4% |