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 | $53,481 | $81,208-34.1% | $98,907-45.9% | $79,858-33.0% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 12.42% | 60.99%-48.6pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,586 | $1,960-19.0% | $2,689-41.0% | $2,471-35.8% |
| Participant deferral / active EE | $2,529 | $3,265-22.5% | $4,244-40.4% | $3,740-32.4% |
| Admin fee / account holder | $494 | $6,013-91.8% | $6,642-92.6% | $5,306-90.7% |