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 | $27,141 | $102,966-73.6% | $90,281-69.9% | $152,861-82.2% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 20.24% | 95.16%-74.9pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,663 | $3,139-47.0% | $2,854-41.7% | $4,762-65.1% |
| Participant deferral / active EE | $5,991 | $4,281+39.9% | $3,885+54.2% | $5,850+2.4% |
| Admin fee / account holder | $6,031 | $6,171-2.3% | $5,351+12.7% | $11,596-48.0% |