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 | $66,976 | $78,672-14.9% | $109,143-38.6% | $85,850-22.0% |
| Participation rate | 77.1% | 68.3%+8.9pp | 75.9%+1.3pp | 69.3%+7.8pp |
| Annual return | 16.27% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,532 | $2,735-7.4% | $3,722-32.0% | $2,565-1.3% |
| Participant deferral / active EE | $4,437 | $3,467+28.0% | $4,653-4.7% | $3,952+12.3% |
| Admin fee / account holder | $762 | $5,469-86.1% | $6,752-88.7% | $6,260-87.8% |