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 | $49,950 | $104,251-52.1% | $91,001-45.1% | $147,584-66.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 13.45% | 27.06%-13.6pp | 4.60%+8.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,213 | $3,116-29.0% | $2,456-9.9% | $4,876-54.6% |
| Participant deferral / active EE | $2,929 | $4,195-30.2% | $3,547-17.4% | $5,439-46.2% |
| Admin fee / account holder | $17,467 | $8,948+95.2% | $5,417+222.4% | $10,885+60.5% |