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 8-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 | $63,610 | $124,425-48.9% | $112,040-43.2% | $137,256-53.7% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.5%+8.5pp | 80.0%+5.0pp |
| Annual return | 20.00% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,651 | $3,411-51.6% | $2,954-44.1% | $4,156-60.3% |
| Participant deferral / active EE | $3,358 | $5,718-41.3% | $5,098-34.1% | $6,407-47.6% |
| Admin fee / account holder | $2,945 | $15,207-80.6% | $12,098-75.7% | $12,270-76.0% |