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 | $61,705 | $152,587-59.6% | $125,175-50.7% | $152,861-59.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 10.33% | 54.84%-44.5pp | 43.79%-33.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,785 | $4,946-43.7% | $3,865-27.9% | $4,762-41.5% |
| Participant deferral / active EE | $2,834 | $5,868-51.7% | $4,937-42.6% | $5,850-51.6% |
| Admin fee / account holder | $51,736 | $13,434+285.1% | $9,702+433.2% | $11,596+346.1% |