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 | $54,681 | $77,634-29.6% | $156,549-65.1% | $62,891-13.1% |
| Participation rate | 73.8% | 71.2%+2.6pp | 84.0%-10.2pp | 69.3%+4.5pp |
| Annual return | 5.55% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,197 | $3,444+50.9% | $5,501-5.5% | $2,281+127.9% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,901 | $5,561-11.9% | $13,027-62.4% | $4,296+14.1% |