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 | $69,125 | $197,825-65.1% | $155,790-55.6% | $125,391-44.9% |
| Participation rate | 84.2% | 82.1%+2.1pp | 76.1%+8.1pp | 83.2%+1.0pp |
| Annual return | 1.97% | 86.74%-84.8pp | 71.54%-69.6pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,910 | $4,847-60.6% | $3,836-50.2% | $4,866-60.7% |
| Participant deferral / active EE | $3,894 | $5,630-30.8% | $4,797-18.8% | $5,352-27.2% |
| Admin fee / account holder | $4,975 | $9,545-47.9% | $7,478-33.5% | $9,540-47.9% |