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 | $73,610 | $114,381-35.6% | $107,525-31.5% | $142,382-48.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 37.54% | 242.71%-205.2pp | 181.32%-143.8pp | 217.08%-179.5pp |
| Employer contribution / active EE | $3,223 | $4,015-19.7% | $3,754-14.1% | $4,299-25.0% |
| Participant deferral / active EE | $8,914 | $5,564+60.2% | $5,116+74.3% | $6,507+37.0% |
| Admin fee / account holder | $3,858 | $9,860-60.9% | $8,919-56.7% | $12,624-69.4% |