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 | $68,369 | $114,381-40.2% | $107,525-36.4% | $142,382-52.0% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 17.59% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,791 | $4,015+19.3% | $3,754+27.6% | $4,299+11.4% |
| Participant deferral / active EE | $6,481 | $5,564+16.5% | $5,116+26.7% | $6,507-0.4% |
| Admin fee / account holder | $13,386 | $9,860+35.8% | $8,919+50.1% | $12,624+6.0% |