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 | $77,453 | $86,286-10.2% | $111,297-30.4% | $85,850-9.8% |
| Participation rate | 84.1% | 73.3%+10.8pp | 77.3%+6.8pp | 69.3%+14.8pp |
| Annual return | 13.31% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,017 | $2,043-50.2% | $2,731-62.8% | $2,565-60.4% |
| Participant deferral / active EE | $4,119 | $3,641+13.1% | $4,487-8.2% | $3,952+4.2% |
| Admin fee / account holder | $568 | $8,188-93.1% | $7,964-92.9% | $6,260-90.9% |