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 | $65,602 | $111,754-41.3% | $103,333-36.5% | $145,922-55.0% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.64% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,676 | $4,212-36.5% | $3,868-30.8% | $4,660-42.6% |
| Participant deferral / active EE | $4,154 | $5,619-26.1% | $5,057-17.9% | $6,688-37.9% |
| Admin fee / account holder | $8,444 | $9,750-13.4% | $8,355+1.1% | $13,397-37.0% |