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 | $67,179 | $138,347-51.4% | $184,203-63.5% | $80,856-16.9% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.6%+19.5pp |
| Annual return | 20.26% | 20.02%+0.2pp | 28.81%-8.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $6,744 | $4,850+39.0% | $6,427+4.9% | $2,755+144.8% |
| Participant deferral / active EE | $6,119 | $7,071-13.5% | $9,131-33.0% | $4,296+42.4% |
| Admin fee / account holder | $4,054 | $10,483-61.3% | $13,901-70.8% | $6,918-41.4% |