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 | $68,303 | $162,781-58.0% | $133,956-49.0% | $158,922-57.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 32.59% | 41.94%-9.4pp | 45.09%-12.5pp | 302.83%-270.2pp |
| Employer contribution / active EE | $2,253 | $4,975-54.7% | $3,919-42.5% | $4,761-52.7% |
| Participant deferral / active EE | $2,855 | $5,911-51.7% | $5,048-43.4% | $5,982-52.3% |
| Admin fee / account holder | $1,691 | $11,736-85.6% | $8,927-81.1% | $11,246-85.0% |