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 6-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 | $82,668 | $127,264-35.0% | $109,895-24.8% | $167,490-50.6% |
| Participation rate | 70.8% | 77.9%-7.0pp | 74.2%-3.4pp | 82.1%-11.3pp |
| Annual return | 9.56% | 22.97%-13.4pp | 29.45%-19.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,669 | $3,322-49.8% | $2,842-41.3% | $4,837-65.5% |
| Participant deferral / active EE | $2,236 | $4,514-50.5% | $4,048-44.8% | $6,341-64.7% |
| Admin fee / account holder | $3,118 | $7,114-56.2% | $6,066-48.6% | $12,309-74.7% |