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 | $62,061 | $162,781-61.9% | $133,956-53.7% | $158,922-60.9% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 12.51% | 41.94%-29.4pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,807 | $4,975-23.5% | $3,919-2.8% | $4,761-20.0% |
| Participant deferral / active EE | $3,422 | $5,911-42.1% | $5,048-32.2% | $5,982-42.8% |
| Admin fee / account holder | $2,405 | $11,736-79.5% | $8,927-73.1% | $11,246-78.6% |