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 | $64,291 | $67,411-4.6% | $91,001-29.4% | $70,131-8.3% |
| Participation rate | 88.0% | 71.4%+16.6pp | 75.6%+12.4pp | 69.5%+18.5pp |
| Annual return | 20.44% | -40.16%+60.6pp | 4.60%+15.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,931 | $1,786+8.1% | $2,456-21.4% | $2,342-17.6% |
| Participant deferral / active EE | $4,981 | $2,823+76.5% | $3,547+40.4% | $3,332+49.5% |
| Admin fee / account holder | $933 | $4,236-78.0% | $5,417-82.8% | $4,645-79.9% |