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 | $66,872 | $154,117-56.6% | $129,995-48.6% | $139,434-52.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 10.37% | 32.48%-22.1pp | -137.18%+147.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,407 | $5,289-73.4% | $4,320-67.4% | $4,751-70.4% |
| Participant deferral / active EE | $2,189 | $6,710-67.4% | $5,820-62.4% | $6,710-67.4% |
| Admin fee / account holder | $1,947 | $14,007-86.1% | $10,614-81.7% | $11,403-82.9% |