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 | $66,184 | $106,584-37.9% | $101,326-34.7% | $142,382-53.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 13.98% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,381 | $3,956-14.5% | $3,665-7.8% | $4,299-21.4% |
| Participant deferral / active EE | $5,891 | $8,297-29.0% | $7,994-26.3% | $6,507-9.5% |
| Admin fee / account holder | $19,569 | $11,446+71.0% | $11,185+75.0% | $12,624+55.0% |