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 | $66,432 | $135,952-51.1% | $123,892-46.4% | $273,961-75.8% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 5.86% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,973 | $5,170-61.8% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $7,718 | $6,343+21.7% | $5,984+29.0% | $5,287+46.0% |
| Admin fee / account holder | $541 | $9,817-94.5% | $8,357-93.5% | $10,132-94.7% |