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 | $56,671 | $104,907-46.0% | $84,611-33.0% | $152,861-62.9% |
| Participation rate | 70.8% | 74.8%-4.0pp | 68.2%+2.6pp | 82.4%-11.6pp |
| Annual return | 24.82% | 373.79%-349.0pp | 258.74%-233.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,392 | $3,302-57.8% | $2,652-47.5% | $4,762-70.8% |
| Participant deferral / active EE | $2,282 | $4,688-51.3% | $3,899-41.5% | $5,850-61.0% |
| Admin fee / account holder | $647 | $6,241-89.6% | $4,912-86.8% | $11,596-94.4% |