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 | $63,448 | $158,817-60.0% | $121,196-47.6% | $135,375-53.1% |
| Participation rate | 82.4% | 79.3%+3.1pp | 71.7%+10.6pp | 82.6%-0.3pp |
| Annual return | 7.48% | -0.64%+8.1pp | 16.93%-9.5pp | 519.73%-512.3pp |
| Employer contribution / active EE | $1,498 | $5,665-73.6% | $4,022-62.8% | $4,779-68.7% |
| Participant deferral / active EE | $1,339 | $4,005-66.6% | $3,344-60.0% | $5,609-76.1% |
| Admin fee / account holder | $9,352 | $6,512+43.6% | $5,019+86.3% | $10,827-13.6% |