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 | $57,336 | $91,538-37.4% | $129,995-55.9% | $75,163-23.7% |
| Participation rate | 86.2% | 71.4%+14.7pp | 78.5%+7.7pp | 67.2%+19.0pp |
| Annual return | 26.41% | -631.11%+657.5pp | -137.18%+163.6pp | 160.62%-134.2pp |
| Employer contribution / active EE | $2,415 | $2,845-15.1% | $4,320-44.1% | $2,670-9.5% |
| Participant deferral / active EE | $3,964 | $4,341-8.7% | $5,820-31.9% | $4,125-3.9% |
| Admin fee / account holder | $3,710 | $6,790-45.4% | $10,614-65.1% | $5,651-34.4% |