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 | $68,158 | $74,888-9.0% | $71,209-4.3% | $142,382-52.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 13.23% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,972 | $2,854-30.9% | $2,721-27.5% | $4,299-54.1% |
| Participant deferral / active EE | $3,124 | $4,454-29.9% | $4,175-25.2% | $6,507-52.0% |
| Admin fee / account holder | $12,205 | $5,568+119.2% | $5,349+128.2% | $12,624-3.3% |