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 | $67,647 | $91,037-25.7% | $71,671-5.6% | $147,584-54.2% |
| Participation rate | 91.3% | 76.1%+15.2pp | 68.7%+22.6pp | 82.8%+8.5pp |
| Annual return | 13.39% | 20.48%-7.1pp | 20.65%-7.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,683 | $3,327-49.4% | $2,460-31.6% | $4,876-65.5% |
| Participant deferral / active EE | $4,374 | $4,498-2.8% | $3,438+27.2% | $5,439-19.6% |
| Admin fee / account holder | $531 | $8,613-93.8% | $5,558-90.5% | $10,885-95.1% |