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 | $62,543 | $81,208-23.0% | $98,907-36.8% | $79,858-21.7% |
| Participation rate | 86.4% | 72.5%+13.9pp | 76.0%+10.4pp | 69.6%+16.8pp |
| Annual return | 13.69% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,128 | $1,960+8.6% | $2,689-20.9% | $2,471-13.9% |
| Participant deferral / active EE | $3,485 | $3,265+6.7% | $4,244-17.9% | $3,740-6.8% |
| Admin fee / account holder | $2,211 | $6,013-63.2% | $6,642-66.7% | $5,306-58.3% |