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 | $62,568 | $93,571-33.1% | $135,903-54.0% | $75,163-16.8% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,409 | $3,537+24.7% | $4,856-9.2% | $2,670+65.1% |
| Participant deferral / active EE | $6,959 | $6,404+8.7% | $7,758-10.3% | $4,125+68.7% |
| Admin fee / account holder | $10,179 | $6,975+45.9% | $10,762-5.4% | $5,651+80.1% |