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 | $82,157 | $88,083-6.7% | $164,813-50.2% | $74,495+10.3% |
| Participation rate | 77.9% | 73.0%+4.8pp | 78.6%-0.7pp | 67.2%+10.7pp |
| Annual return | 15.38% | 17.26%-1.9pp | 69.93%-54.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,664 | $2,593-35.8% | $4,341-61.7% | $2,623-36.6% |
| Participant deferral / active EE | $3,396 | $4,498-24.5% | $6,031-43.7% | $4,346-21.8% |
| Admin fee / account holder | $6,328 | $2,234+183.3% | $12,690-50.1% | $1,942+225.9% |