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 | $54,556 | $102,317-46.7% | $146,958-62.9% | $80,856-32.5% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | 16.43% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,474 | $3,713-6.4% | $4,933-29.6% | $2,755+26.1% |
| Participant deferral / active EE | $5,221 | $6,644-21.4% | $8,070-35.3% | $4,296+21.5% |
| Admin fee / account holder | $13,346 | $7,941+68.1% | $12,998+2.7% | $6,918+92.9% |