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 | $78,863 | $99,079-20.4% | $77,999+1.1% | $273,961-71.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 5.85% | 217.93%-212.1pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $572 | $3,308-82.7% | $2,470-76.8% | $4,869-88.2% |
| Participant deferral / active EE | $3,215 | $4,306-25.3% | $3,497-8.1% | $5,287-39.2% |
| Admin fee / account holder | $11,370 | $8,954+27.0% | $5,480+107.5% | $10,132+12.2% |