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 | $72,443 | $124,281-41.7% | $109,143-33.6% | $167,490-56.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 15.29% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,749 | $4,207-34.7% | $3,722-26.1% | $4,837-43.2% |
| Participant deferral / active EE | $5,021 | $5,255-4.5% | $4,653+7.9% | $6,341-20.8% |
| Admin fee / account holder | $1,304 | $7,970-83.6% | $6,752-80.7% | $12,309-89.4% |