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 | $77,513 | $82,286-5.8% | $68,791+12.7% | $134,475-42.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | 83.41% | -2.19%+85.6pp | -6.38%+89.8pp | 417.96%-334.6pp |
| Employer contribution / active EE | $1,903 | $3,301-42.3% | $2,655-28.3% | $4,740-59.8% |
| Participant deferral / active EE | $3,423 | $4,739-27.8% | $3,941-13.2% | $6,400-46.5% |
| Admin fee / account holder | $82,022 | $6,481+1165.7% | $4,932+1563.1% | $11,426+617.9% |