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 | $66,167 | $78,422-15.6% | $95,952-31.0% | $79,858-17.1% |
| Participation rate | 80.7% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.1pp |
| Annual return | 14.17% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $586 | $1,945-69.9% | $2,541-76.9% | $2,471-76.3% |
| Participant deferral / active EE | $4,626 | $3,440+34.5% | $4,167+11.0% | $3,740+23.7% |
| Admin fee / account holder | $7,279 | $5,622+29.5% | $6,795+7.1% | $5,306+37.2% |