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 | $61,078 | $63,346-3.6% | $92,233-33.8% | $70,131-12.9% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 18.78% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,362 | $2,471-4.4% | $3,679-35.8% | $2,342+0.9% |
| Participant deferral / active EE | $5,729 | $2,854+100.7% | $3,897+47.0% | $3,332+71.9% |
| Admin fee / account holder | $4,009 | $3,840+4.4% | $5,194-22.8% | $4,645-13.7% |