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 | $67,338 | $99,032-32.0% | $80,019-15.8% | $135,375-50.3% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | -3.75% | 15.39%-19.1pp | 11.22%-15.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,717 | $3,043-10.7% | $2,468+10.1% | $4,779-43.1% |
| Participant deferral / active EE | $2,428 | $4,282-43.3% | $3,686-34.1% | $5,609-56.7% |
| Admin fee / account holder | $2,706 | $10,436-74.1% | $6,521-58.5% | $10,827-75.0% |