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 | $63,830 | $91,538-30.3% | $129,995-50.9% | $75,163-15.1% |
| Participation rate | 79.3% | 71.4%+7.9pp | 78.5%+0.8pp | 67.2%+12.1pp |
| Annual return | 15.62% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,626 | $2,845-42.9% | $4,320-62.4% | $2,670-39.1% |
| Participant deferral / active EE | $4,369 | $4,341+0.6% | $5,820-24.9% | $4,125+5.9% |
| Admin fee / account holder | $12,805 | $6,790+88.6% | $10,614+20.6% | $5,651+126.6% |