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 | $68,407 | $78,705-13.1% | $117,854-42.0% | $70,131-2.5% |
| Participation rate | 76.2% | 73.2%+3.0pp | 79.7%-3.5pp | 69.5%+6.6pp |
| Annual return | 17.18% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,457 | $2,223+10.5% | $3,786-35.1% | $2,342+4.9% |
| Participant deferral / active EE | $3,168 | $3,297-3.9% | $4,482-29.3% | $3,332-4.9% |
| Admin fee / account holder | $977 | $5,065-80.7% | $8,020-87.8% | $4,645-79.0% |