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 | $55,192 | $181,894-69.7% | $156,549-64.7% | $273,961-79.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,889 | $6,248-5.7% | $5,501+7.0% | $4,869+21.0% |
| Participant deferral / active EE | $5,311 | $5,550-4.3% | $4,871+9.0% | $5,287+0.4% |
| Admin fee / account holder | $309 | $15,559-98.0% | $13,027-97.6% | $10,132-97.0% |