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 | $74,543 | $91,037-18.1% | $71,671+4.0% | $147,584-49.5% |
| Participation rate | 73.7% | 76.1%-2.4pp | 68.7%+4.9pp | 82.8%-9.1pp |
| Annual return | 10.32% | 20.48%-10.2pp | 20.65%-10.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,653 | $3,327-50.3% | $2,460-32.8% | $4,876-66.1% |
| Participant deferral / active EE | $3,430 | $4,498-23.7% | $3,438-0.2% | $5,439-36.9% |
| Admin fee / account holder | $1,919 | $8,613-77.7% | $5,558-65.5% | $10,885-82.4% |