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 | $67,363 | $117,841-42.8% | $102,423-34.2% | $145,922-53.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 9.61% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,574 | $3,615-1.1% | $3,023+18.2% | $4,660-23.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,814 | $13,326-78.9% | $9,451-70.2% | $13,397-79.0% |