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 | $77,835 | $102,616-24.1% | $81,983-5.1% | $158,922-51.0% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 11.62% | 61.04%-49.4pp | 41.31%-29.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,548 | $3,240-21.4% | $2,498+2.0% | $4,761-46.5% |
| Participant deferral / active EE | $5,348 | $4,648+15.1% | $3,722+43.7% | $5,982-10.6% |
| Admin fee / account holder | $48,147 | $8,235+484.7% | $5,664+750.1% | $11,246+328.1% |