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 | $60,327 | $209,411-71.2% | $178,490-66.2% | $158,922-62.0% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 19.54% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,716 | $5,706-69.9% | $5,011-65.7% | $4,761-64.0% |
| Participant deferral / active EE | $4,587 | $5,954-23.0% | $5,202-11.8% | $5,982-23.3% |
| Admin fee / account holder | $2,061 | $17,074-87.9% | $13,984-85.3% | $11,246-81.7% |