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 | $69,886 | $124,425-43.8% | $112,040-37.6% | $137,256-49.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 14.62% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,011 | $3,411+17.6% | $2,954+35.8% | $4,156-3.5% |
| Participant deferral / active EE | $9,572 | $5,718+67.4% | $5,098+87.8% | $6,407+49.4% |
| Admin fee / account holder | $2,316 | $15,207-84.8% | $12,098-80.9% | $12,270-81.1% |