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 7-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 | $83,078 | $102,317-18.8% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 77.6% | 75.8%+1.7pp | 82.2%-4.6pp | 67.6%+9.9pp |
| Annual return | 14.31% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,602 | $3,713-29.9% | $4,933-47.2% | $2,755-5.5% |
| Participant deferral / active EE | $4,180 | $6,644-37.1% | $8,070-48.2% | $4,296-2.7% |
| Admin fee / account holder | $4,016 | $7,941-49.4% | $12,998-69.1% | $6,918-41.9% |