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 | $65,859 | $58,208+13.1% | $81,812-19.5% | $80,856-18.5% |
| Participation rate | 80.5% | 63.4%+17.1pp | 72.3%+8.1pp | 67.6%+12.8pp |
| Annual return | 13.52% | 41.66%-28.1pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,337 | $2,340-42.9% | $2,912-54.1% | $2,755-51.5% |
| Participant deferral / active EE | $2,595 | $3,281-20.9% | $4,319-39.9% | $4,296-39.6% |
| Admin fee / account holder | $1,421 | $4,981-71.5% | $7,386-80.8% | $6,918-79.5% |