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 | $62,668 | $149,679-58.1% | $117,039-46.5% | $147,584-57.5% |
| Participation rate | 82.4% | 83.5%-1.1pp | 77.2%+5.2pp | 82.8%-0.5pp |
| Annual return | 13.23% | 19.31%-6.1pp | 18.95%-5.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,653 | $4,937-66.5% | $3,785-56.3% | $4,876-66.1% |
| Participant deferral / active EE | $3,776 | $4,912-23.1% | $3,929-3.9% | $5,439-30.6% |
| Admin fee / account holder | $1,260 | $7,856-84.0% | $5,974-78.9% | $10,885-88.4% |