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 | $68,410 | $117,983-42.0% | $101,794-32.8% | $142,382-52.0% |
| Participation rate | 87.0% | 74.2%+12.7pp | 69.2%+17.8pp | 80.1%+6.8pp |
| Annual return | 15.19% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,091 | $2,773-24.6% | $2,289-8.6% | $4,299-51.4% |
| Participant deferral / active EE | $4,676 | $4,714-0.8% | $4,084+14.5% | $6,507-28.1% |
| Admin fee / account holder | $5,100 | $10,433-51.1% | $8,777-41.9% | $12,624-59.6% |