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 | $60,207 | $83,902-28.2% | $167,512-64.1% | $84,808-29.0% |
| Participation rate | 72.2% | 66.5%+5.8pp | 77.1%-4.8pp | 68.3%+3.9pp |
| Annual return | 31.77% | 91.55%-59.8pp | 1615.79%-1584.0pp | 40.90%-9.1pp |
| Employer contribution / active EE | $1,158 | $2,264-48.8% | $3,882-70.2% | $2,631-56.0% |
| Participant deferral / active EE | $2,301 | $4,442-48.2% | $6,405-64.1% | $4,212-45.4% |
| Admin fee / account holder | $9,720 | $7,915+22.8% | $9,769-0.5% | $7,344+32.4% |