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 | $60,447 | $116,175-48.0% | $93,606-35.4% | $152,861-60.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.90% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,680 | $3,218-16.7% | $2,718-1.4% | $4,762-43.7% |
| Participant deferral / active EE | $2,313 | $4,603-49.8% | $4,069-43.2% | $5,850-60.5% |
| Admin fee / account holder | $1,489 | $10,748-86.1% | $7,888-81.1% | $11,596-87.2% |