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 | $58,017 | $91,538-36.6% | $129,995-55.4% | $75,163-22.8% |
| Participation rate | 89.4% | 71.4%+17.9pp | 78.5%+10.9pp | 67.2%+22.2pp |
| Annual return | 18.05% | -631.11%+649.2pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,610 | $2,845-43.4% | $4,320-62.7% | $2,670-39.7% |
| Participant deferral / active EE | $3,335 | $4,341-23.2% | $5,820-42.7% | $4,125-19.2% |
| Admin fee / account holder | $1,652 | $6,790-75.7% | $10,614-84.4% | $5,651-70.8% |