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 | $71,296 | $96,128-25.8% | $136,007-47.6% | $80,856-11.8% |
| Participation rate | 76.2% | 71.2%+4.9pp | 76.5%-0.3pp | 67.6%+8.6pp |
| Annual return | 13.48% | 28.71%-15.2pp | 579.32%-565.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,000 | $3,351-10.5% | $4,217-28.9% | $2,755+8.9% |
| Participant deferral / active EE | $5,304 | $5,709-7.1% | $7,025-24.5% | $4,296+23.5% |
| Admin fee / account holder | $11,164 | $8,236+35.5% | $6,858+62.8% | $6,918+61.4% |