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 | $63,295 | $79,171-20.1% | $102,423-38.2% | $74,495-15.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 76.5%+3.5pp | 67.2%+12.8pp |
| Annual return | 13.52% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,288 | $2,362-45.5% | $3,023-57.4% | $2,623-50.9% |
| Participant deferral / active EE | $4,506 | $4,415+2.1% | $5,053-10.8% | $4,346+3.7% |
| Admin fee / account holder | $12,673 | $2,001+533.4% | $9,451+34.1% | $1,942+552.7% |