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 | $67,625 | $96,484-29.9% | $75,886-10.9% | $152,861-55.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.3%+7.6pp | 82.4%-5.5pp |
| Annual return | 14.20% | 33.98%-19.8pp | 30.76%-16.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,459 | $3,309-55.9% | $2,500-41.6% | $4,762-69.4% |
| Participant deferral / active EE | $3,573 | $4,553-21.5% | $3,603-0.8% | $5,850-38.9% |
| Admin fee / account holder | $17,674 | $8,078+118.8% | $5,418+226.2% | $11,596+52.4% |