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 | $67,991 | $85,766-20.7% | $136,294-50.1% | $70,131-3.1% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.68% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,973 | $2,966+0.2% | $4,695-36.7% | $2,342+26.9% |
| Participant deferral / active EE | $4,462 | $5,051-11.7% | $6,247-28.6% | $3,332+33.9% |
| Admin fee / account holder | $850 | $5,420-84.3% | $9,243-90.8% | $4,645-81.7% |