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 | $57,334 | $91,037-37.0% | $71,671-20.0% | $147,584-61.2% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 12.42% | 20.48%-8.1pp | 20.65%-8.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,543 | $3,327-53.6% | $2,460-37.3% | $4,876-68.4% |
| Participant deferral / active EE | $2,478 | $4,498-44.9% | $3,438-27.9% | $5,439-54.4% |
| Admin fee / account holder | $580 | $8,613-93.3% | $5,558-89.6% | $10,885-94.7% |