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 | $78,376 | $102,317-23.4% | $146,958-46.7% | $80,856-3.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 17.41% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,659 | $3,713-1.5% | $4,933-25.8% | $2,755+32.8% |
| Participant deferral / active EE | $6,761 | $6,644+1.8% | $8,070-16.2% | $4,296+57.4% |
| Admin fee / account holder | $1,245 | $7,941-84.3% | $12,998-90.4% | $6,918-82.0% |