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 | $59,055 | $112,729-47.6% | $98,716-40.2% | $137,256-57.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 16.90% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,705 | $2,725-0.8% | $2,279+18.7% | $4,156-34.9% |
| Participant deferral / active EE | $7,610 | $4,640+64.0% | $4,048+88.0% | $6,407+18.8% |
| Admin fee / account holder | $590 | $10,129-94.2% | $8,703-93.2% | $12,270-95.2% |