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 | $71,164 | $98,240-27.6% | $82,313-13.5% | $147,584-51.8% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 19.47% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,400 | $3,192+6.5% | $2,428+40.0% | $4,876-30.3% |
| Participant deferral / active EE | $3,881 | $4,383-11.5% | $3,706+4.7% | $5,439-28.6% |
| Admin fee / account holder | $2,083 | $8,563-75.7% | $5,608-62.8% | $10,885-80.9% |