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 | $73,510 | $102,317-28.2% | $146,958-50.0% | $80,856-9.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 14.89% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,144 | $3,713-42.2% | $4,933-56.5% | $2,755-22.2% |
| Participant deferral / active EE | $6,215 | $6,644-6.5% | $8,070-23.0% | $4,296+44.7% |
| Admin fee / account holder | $6,675 | $7,941-15.9% | $12,998-48.6% | $6,918-3.5% |