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 | $81,310 | $91,037-10.7% | $71,671+13.4% | $147,584-44.9% |
| Participation rate | 78.9% | 76.1%+2.8pp | 68.7%+10.2pp | 82.8%-3.9pp |
| Annual return | 12.29% | 20.48%-8.2pp | 20.65%-8.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,539 | $3,327-53.8% | $2,460-37.4% | $4,876-68.4% |
| Participant deferral / active EE | $3,223 | $4,498-28.3% | $3,438-6.3% | $5,439-40.7% |
| Admin fee / account holder | $3,179 | $8,613-63.1% | $5,558-42.8% | $10,885-70.8% |