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 | $70,886 | $106,515-33.4% | $96,683-26.7% | $139,434-49.2% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 23.65% | 38.43%-14.8pp | 35.69%-12.0pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,710 | $4,103-9.6% | $3,737-0.7% | $4,751-21.9% |
| Participant deferral / active EE | $8,270 | $5,454+51.6% | $4,878+69.5% | $6,710+23.2% |
| Admin fee / account holder | $2,072 | $7,877-73.7% | $6,730-69.2% | $11,403-81.8% |