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 | $75,033 | $98,240-23.6% | $82,313-8.8% | $147,584-49.2% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 13.48% | 30.85%-17.4pp | 25.88%-12.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,625 | $3,192-49.1% | $2,428-33.1% | $4,876-66.7% |
| Participant deferral / active EE | $6,831 | $4,383+55.8% | $3,706+84.3% | $5,439+25.6% |
| Admin fee / account holder | $322 | $8,563-96.2% | $5,608-94.3% | $10,885-97.0% |