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 | $68,536 | $77,314-11.4% | $177,989-61.5% | $80,856-15.2% |
| Participation rate | 77.6% | 65.7%+11.9pp | 77.1%+0.5pp | 67.6%+9.9pp |
| Annual return | 11.98% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,063 | $2,292-53.6% | $3,949-73.1% | $2,755-61.4% |
| Participant deferral / active EE | $3,996 | $4,411-9.4% | $6,276-36.3% | $4,296-7.0% |
| Admin fee / account holder | $2,150 | $7,191-70.1% | $10,363-79.3% | $6,918-68.9% |