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 | $74,937 | $99,985-25.1% | $146,665-48.9% | $85,850-12.7% |
| Participation rate | 82.1% | 73.1%+9.1pp | 80.1%+2.1pp | 69.3%+12.8pp |
| Annual return | 11.62% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,336 | $2,559-47.8% | $4,136-67.7% | $2,565-47.9% |
| Participant deferral / active EE | $3,391 | $4,006-15.4% | $5,506-38.4% | $3,952-14.2% |
| Admin fee / account holder | $6,667 | $7,702-13.4% | $10,280-35.1% | $6,260+6.5% |