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 | $62,775 | $93,571-32.9% | $135,903-53.8% | $75,163-16.5% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.1pp | 67.2%+6.6pp |
| Annual return | 19.11% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,227 | $3,537-8.7% | $4,856-33.5% | $2,670+20.9% |
| Participant deferral / active EE | $6,410 | $6,404+0.1% | $7,758-17.4% | $4,125+55.4% |
| Admin fee / account holder | $889 | $6,975-87.3% | $10,762-91.7% | $5,651-84.3% |