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 | $63,519 | $111,754-43.2% | $103,333-38.5% | $145,922-56.5% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 11.62% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,232 | $4,212-47.0% | $3,868-42.3% | $4,660-52.1% |
| Participant deferral / active EE | $6,370 | $5,619+13.4% | $5,057+25.9% | $6,688-4.8% |
| Admin fee / account holder | $7,373 | $9,750-24.4% | $8,355-11.8% | $13,397-45.0% |