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 | $73,489 | $98,240-25.2% | $82,313-10.7% | $147,584-50.2% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 18.38% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,357 | $3,192-57.5% | $2,428-44.1% | $4,876-72.2% |
| Participant deferral / active EE | $6,001 | $4,383+36.9% | $3,706+61.9% | $5,439+10.3% |
| Admin fee / account holder | $420 | $8,563-95.1% | $5,608-92.5% | $10,885-96.1% |