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 | $81,353 | $99,985-18.6% | $146,665-44.5% | $85,850-5.2% |
| Participation rate | 73.2% | 73.1%+0.1pp | 80.1%-6.9pp | 69.3%+3.9pp |
| Annual return | 13.57% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,057 | $2,559-58.7% | $4,136-74.4% | $2,565-58.8% |
| Participant deferral / active EE | $3,104 | $4,006-22.5% | $5,506-43.6% | $3,952-21.5% |
| Admin fee / account holder | $520 | $7,702-93.2% | $10,280-94.9% | $6,260-91.7% |