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 | $54,624 | $73,515-25.7% | $62,995-13.3% | $147,584-63.0% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.8%-1.5pp | 82.8%-9.5pp |
| Annual return | 55.70% | 175.43%-119.7pp | 87.57%-31.9pp | 578.55%-522.9pp |
| Employer contribution / active EE | $3,894 | $3,320+17.3% | $2,759+41.1% | $4,876-20.2% |
| Participant deferral / active EE | $5,199 | $4,185+24.2% | $3,329+56.2% | $5,439-4.4% |
| Admin fee / account holder | $4,250 | $5,953-28.6% | $3,600+18.0% | $10,885-61.0% |