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 | $61,871 | $118,450-47.8% | $98,439-37.1% | $139,434-55.6% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 17.48% | 18.94%-1.5pp | 21.16%-3.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,847 | $3,609+6.6% | $3,048+26.2% | $4,751-19.0% |
| Participant deferral / active EE | $4,598 | $5,392-14.7% | $4,738-2.9% | $6,710-31.5% |
| Admin fee / account holder | $1,136 | $14,026-91.9% | $8,948-87.3% | $11,403-90.0% |