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 | $52,577 | $91,190-42.3% | $178,490-70.5% | $79,858-34.2% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 13.62% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,263 | $3,256-30.5% | $5,011-54.8% | $2,471-8.4% |
| Participant deferral / active EE | $4,057 | $3,236+25.4% | $5,202-22.0% | $3,740+8.5% |
| Admin fee / account holder | $5,596 | $6,751-17.1% | $13,984-60.0% | $5,306+5.5% |