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 5-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 | $58,106 | $108,919-46.7% | $100,391-42.1% | $145,922-60.2% |
| Participation rate | 78.9% | 82.9%-4.0pp | 81.5%-2.5pp | 80.3%-1.3pp |
| Annual return | 11.08% | 57.88%-46.8pp | 49.20%-38.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,972 | $4,419-10.1% | $3,942+0.8% | $4,660-14.8% |
| Participant deferral / active EE | $4,901 | $8,445-42.0% | $8,082-39.4% | $6,688-26.7% |
| Admin fee / account holder | $32,334 | $9,689+233.7% | $7,899+309.3% | $13,397+141.4% |