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 | $69,197 | $69,977-1.1% | $108,579-36.3% | $62,891+10.0% |
| Participation rate | 96.0% | 72.9%+23.1pp | 79.6%+16.4pp | 69.3%+26.7pp |
| Annual return | 7.34% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,760 | $2,135+169.8% | $3,758+53.3% | $2,281+152.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $921 | $5,076-81.9% | $7,645-88.0% | $4,296-78.6% |