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 | $69,814 | $110,261-36.7% | $95,745-27.1% | $139,434-49.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 14.14% | 27.11%-13.0pp | 28.35%-14.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,747 | $3,257-15.7% | $2,835-3.1% | $4,751-42.2% |
| Participant deferral / active EE | $7,425 | $4,676+58.8% | $4,245+74.9% | $6,710+10.6% |
| Admin fee / account holder | $687 | $6,613-89.6% | $5,678-87.9% | $11,403-94.0% |