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 | $68,724 | $152,460-54.9% | $118,746-42.1% | $147,584-53.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.3%+10.6pp | 82.8%+6.1pp |
| Annual return | 20.64% | 17.41%+3.2pp | 24.54%-3.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $6,351 | $5,046+25.9% | $4,193+51.5% | $4,876+30.2% |
| Participant deferral / active EE | $5,588 | $6,212-10.0% | $5,332+4.8% | $5,439+2.7% |
| Admin fee / account holder | $700 | $16,953-95.9% | $10,720-93.5% | $10,885-93.6% |