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 | $77,535 | $74,888+3.5% | $71,209+8.9% | $142,382-45.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.43% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,125 | $2,854-25.5% | $2,721-21.9% | $4,299-50.6% |
| Participant deferral / active EE | $3,883 | $4,454-12.8% | $4,175-7.0% | $6,507-40.3% |
| Admin fee / account holder | $84,089 | $5,568+1410.1% | $5,349+1472.1% | $12,624+566.1% |