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 | $51,072 | $65,041-21.5% | $90,951-43.8% | $79,858-36.0% |
| Participation rate | 77.6% | 61.6%+16.0pp | 69.0%+8.6pp | 69.6%+8.0pp |
| Annual return | 57.25% | 30.45%+26.8pp | 134.60%-77.3pp | 31.71%+25.5pp |
| Employer contribution / active EE | $2,067 | $1,247+65.7% | $2,122-2.6% | $2,471-16.4% |
| Participant deferral / active EE | $3,278 | $2,512+30.5% | $3,373-2.8% | $3,740-12.4% |
| Admin fee / account holder | $1,765 | $4,536-61.1% | $5,959-70.4% | $5,306-66.7% |