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 | $72,780 | $102,317-28.9% | $146,958-50.5% | $80,856-10.0% |
| Participation rate | 84.8% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 19.40% | 134.76%-115.4pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $5,093 | $3,713+37.2% | $4,933+3.2% | $2,755+84.9% |
| Participant deferral / active EE | $8,374 | $6,644+26.0% | $8,070+3.8% | $4,296+94.9% |
| Admin fee / account holder | $2,654 | $7,941-66.6% | $12,998-79.6% | $6,918-61.6% |