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 | $55,582 | $110,261-49.6% | $95,745-41.9% | $139,434-60.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 14.35% | 27.11%-12.8pp | 28.35%-14.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,649 | $3,257-18.7% | $2,835-6.5% | $4,751-44.2% |
| Participant deferral / active EE | $4,637 | $4,676-0.8% | $4,245+9.2% | $6,710-30.9% |
| Admin fee / account holder | $11,166 | $6,613+68.8% | $5,678+96.7% | $11,403-2.1% |