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 | $62,526 | $95,266-34.4% | $82,389-24.1% | $142,382-56.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 38.99% | 25.74%+13.3pp | 28.67%+10.3pp | 217.08%-178.1pp |
| Employer contribution / active EE | $2,380 | $2,991-20.4% | $2,517-5.4% | $4,299-44.6% |
| Participant deferral / active EE | $2,615 | $4,809-45.6% | $4,155-37.0% | $6,507-59.8% |
| Admin fee / account holder | $12,355 | $8,563+44.3% | $7,231+70.9% | $12,624-2.1% |