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 | $70,248 | $70,669-0.6% | $169,368-58.5% | $75,163-6.5% |
| Participation rate | 79.8% | 64.8%+15.0pp | 77.1%+2.6pp | 67.2%+12.6pp |
| Annual return | 15.51% | 36.36%-20.9pp | 405.60%-390.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,037 | $2,211-53.1% | $4,013-74.1% | $2,670-61.1% |
| Participant deferral / active EE | $3,088 | $4,311-28.4% | $6,221-50.4% | $4,125-25.1% |
| Admin fee / account holder | $7,087 | $5,402+31.2% | $9,003-21.3% | $5,651+25.4% |