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 8-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 | $54,830 | $91,552-40.1% | $133,956-59.1% | $79,858-31.3% |
| Participation rate | 72.9% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 10.83% | 61.85%-51.0pp | 45.09%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,064 | $3,733-44.7% | $5,048-59.1% | $3,740-44.8% |
| Admin fee / account holder | $3,202 | $6,321-49.3% | $8,927-64.1% | $5,306-39.7% |