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 | $62,175 | $117,983-47.3% | $101,794-38.9% | $142,382-56.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 15.26% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,922 | $2,773+149.6% | $2,289+202.4% | $4,299+61.0% |
| Participant deferral / active EE | $9,100 | $4,714+93.1% | $4,084+122.8% | $6,507+39.8% |
| Admin fee / account holder | $6,263 | $10,433-40.0% | $8,777-28.6% | $12,624-50.4% |