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 | $68,364 | $81,208-15.8% | $98,907-30.9% | $79,858-14.4% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 16.42% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,348 | $1,960+121.9% | $2,689+61.7% | $2,471+76.0% |
| Participant deferral / active EE | $8,218 | $3,265+151.7% | $4,244+93.6% | $3,740+119.7% |
| Admin fee / account holder | $3,593 | $6,013-40.3% | $6,642-45.9% | $5,306-32.3% |