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 | $59,926 | $125,758-52.3% | $169,993-64.7% | $75,163-20.3% |
| Participation rate | 71.7% | 83.6%-11.9pp | 87.0%-15.3pp | 67.2%+4.5pp |
| Annual return | 74.15% | 27.20%+46.9pp | 53.37%+20.8pp | 160.62%-86.5pp |
| Employer contribution / active EE | $1,957 | $4,615-57.6% | $6,785-71.2% | $2,670-26.7% |
| Participant deferral / active EE | $7,540 | $6,837+10.3% | $10,408-27.6% | $4,125+82.8% |
| Admin fee / account holder | $2,392 | $8,173-70.7% | $12,815-81.3% | $5,651-57.7% |