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 | $57,744 | $154,228-62.6% | $145,433-60.3% | $137,256-57.9% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 22.18% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $6,046 | $4,804+25.9% | $4,554+32.7% | $4,156+45.5% |
| Participant deferral / active EE | $10,585 | $8,216+28.8% | $7,897+34.0% | $6,407+65.2% |
| Admin fee / account holder | $6,226 | $14,344-56.6% | $13,129-52.6% | $12,270-49.3% |