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 6-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 | $82,058 | $106,515-23.0% | $96,683-15.1% | $139,434-41.1% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 12.02% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,118 | $4,103-48.4% | $3,737-43.3% | $4,751-55.4% |
| Participant deferral / active EE | $4,671 | $5,454-14.4% | $4,878-4.3% | $6,710-30.4% |
| Admin fee / account holder | $44,603 | $7,877+466.2% | $6,730+562.8% | $11,403+291.2% |