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 | $67,312 | $96,484-30.2% | $75,886-11.3% | $152,861-56.0% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.3%+24.8pp | 82.4%+11.7pp |
| Annual return | 16.43% | 33.98%-17.6pp | 30.76%-14.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,463 | $3,309-55.8% | $2,500-41.5% | $4,762-69.3% |
| Participant deferral / active EE | $3,958 | $4,553-13.1% | $3,603+9.9% | $5,850-32.3% |
| Admin fee / account holder | $3,194 | $8,078-60.5% | $5,418-41.0% | $11,596-72.5% |