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 | $68,168 | $78,705-13.4% | $117,854-42.2% | $70,131-2.8% |
| Participation rate | 76.0% | 73.2%+2.8pp | 79.7%-3.7pp | 69.5%+6.5pp |
| Annual return | 17.64% | 23.30%-5.7pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,770 | $2,223-20.4% | $3,786-53.2% | $2,342-24.4% |
| Participant deferral / active EE | $3,289 | $3,297-0.3% | $4,482-26.6% | $3,332-1.3% |
| Admin fee / account holder | $9,043 | $5,065+78.5% | $8,020+12.8% | $4,645+94.7% |