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 | $60,559 | $103,376-41.4% | $87,100-30.5% | $152,861-60.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 24.23% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,652 | $3,220+13.4% | $2,521+44.8% | $4,762-23.3% |
| Participant deferral / active EE | $8,830 | $4,778+84.8% | $4,049+118.1% | $5,850+50.9% |
| Admin fee / account holder | $3,821 | $12,205-68.7% | $7,497-49.0% | $11,596-67.0% |