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 | $70,077 | $165,912-57.8% | $122,332-42.7% | $147,584-52.5% |
| Participation rate | 92.3% | 79.6%+12.7pp | 71.6%+20.7pp | 82.8%+9.5pp |
| Annual return | 16.56% | 34.55%-18.0pp | 30.27%-13.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,678 | $5,754-1.3% | $4,050+40.2% | $4,876+16.4% |
| Participant deferral / active EE | $3,419 | $4,005-14.6% | $3,287+4.0% | $5,439-37.1% |
| Admin fee / account holder | $4,491 | $7,424-39.5% | $5,478-18.0% | $10,885-58.7% |