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 | $61,918 | $228,332-72.9% | $185,823-66.7% | $158,922-61.0% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.3pp |
| Annual return | 17.29% | 40.80%-23.5pp | 35.95%-18.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,878 | $4,967-42.1% | $4,087-29.6% | $4,761-39.6% |
| Participant deferral / active EE | $5,199 | $6,415-18.9% | $5,632-7.7% | $5,982-13.1% |
| Admin fee / account holder | $9,483 | $11,864-20.1% | $9,500-0.2% | $11,246-15.7% |