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 | $77,205 | $104,251-25.9% | $91,001-15.2% | $147,584-47.7% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 18.23% | 27.06%-8.8pp | 4.60%+13.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,804 | $3,116+86.3% | $2,456+136.4% | $4,876+19.0% |
| Participant deferral / active EE | $6,896 | $4,195+64.4% | $3,547+94.4% | $5,439+26.8% |
| Admin fee / account holder | $315 | $8,948-96.5% | $5,417-94.2% | $10,885-97.1% |