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 | $52,278 | $93,571-44.1% | $135,903-61.5% | $75,163-30.4% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 31.22% | 30.90%+0.3pp | 68.23%-37.0pp | 160.62%-129.4pp |
| Employer contribution / active EE | $2,079 | $3,537-41.2% | $4,856-57.2% | $2,670-22.1% |
| Participant deferral / active EE | $4,744 | $6,404-25.9% | $7,758-38.9% | $4,125+15.0% |
| Admin fee / account holder | $762 | $6,975-89.1% | $10,762-92.9% | $5,651-86.5% |