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 | $65,485 | $91,190-28.2% | $178,490-63.3% | $79,858-18.0% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 14.49% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,902 | $3,256+19.8% | $5,011-22.1% | $2,471+57.9% |
| Participant deferral / active EE | $3,232 | $3,236-0.1% | $5,202-37.9% | $3,740-13.6% |
| Admin fee / account holder | $690 | $6,751-89.8% | $13,984-95.1% | $5,306-87.0% |