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 | $72,381 | $91,190-20.6% | $178,490-59.4% | $79,858-9.4% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 12.17% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,888 | $3,256-42.0% | $5,011-62.3% | $2,471-23.6% |
| Participant deferral / active EE | $5,189 | $3,236+60.4% | $5,202-0.2% | $3,740+38.8% |
| Admin fee / account holder | $408 | $6,751-94.0% | $13,984-97.1% | $5,306-92.3% |