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 | $69,681 | $90,348-22.9% | $75,972-8.3% | $145,922-52.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.12% | 620.88%-606.8pp | 359.55%-345.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,947 | $3,311-41.2% | $2,685-27.5% | $4,660-58.2% |
| Participant deferral / active EE | $2,991 | $5,162-42.0% | $4,255-29.7% | $6,688-55.3% |
| Admin fee / account holder | $3,796 | $8,467-55.2% | $6,467-41.3% | $13,397-71.7% |