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 | $71,811 | $91,190-21.3% | $178,490-59.8% | $79,858-10.1% |
| Participation rate | 82.2% | 69.2%+13.0pp | 81.9%+0.3pp | 69.6%+12.6pp |
| Annual return | 19.28% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,112 | $3,256-35.1% | $5,011-57.8% | $2,471-14.5% |
| Participant deferral / active EE | $4,291 | $3,236+32.6% | $5,202-17.5% | $3,740+14.7% |
| Admin fee / account holder | $1,973 | $6,751-70.8% | $13,984-85.9% | $5,306-62.8% |