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 | $81,774 | $110,261-25.8% | $95,745-14.6% | $139,434-41.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 19.76% | 27.11%-7.3pp | 28.35%-8.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,566 | $3,257-21.2% | $2,835-9.5% | $4,751-46.0% |
| Participant deferral / active EE | $4,319 | $4,676-7.6% | $4,245+1.8% | $6,710-35.6% |
| Admin fee / account holder | $5,580 | $6,613-15.6% | $5,678-1.7% | $11,403-51.1% |