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 | $58,995 | $103,376-42.9% | $87,100-32.3% | $152,861-61.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 26.10% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,080 | $3,220-4.4% | $2,521+22.2% | $4,762-35.3% |
| Participant deferral / active EE | $8,723 | $4,778+82.6% | $4,049+115.5% | $5,850+49.1% |
| Admin fee / account holder | $2,668 | $12,205-78.1% | $7,497-64.4% | $11,596-77.0% |