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 | $63,005 | $93,571-32.7% | $135,903-53.6% | $75,163-16.2% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 34.39% | 30.90%+3.5pp | 68.23%-33.8pp | 160.62%-126.2pp |
| Employer contribution / active EE | $3,262 | $3,537-7.8% | $4,856-32.8% | $2,670+22.2% |
| Participant deferral / active EE | $12,811 | $6,404+100.1% | $7,758+65.1% | $4,125+210.6% |
| Admin fee / account holder | $4,353 | $6,975-37.6% | $10,762-59.6% | $5,651-23.0% |