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 | $59,962 | $81,208-26.2% | $98,907-39.4% | $79,858-24.9% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 13.93% | 60.99%-47.1pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,714 | $1,960-12.6% | $2,689-36.3% | $2,471-30.6% |
| Participant deferral / active EE | $5,530 | $3,265+69.4% | $4,244+30.3% | $3,740+47.8% |
| Admin fee / account holder | $2,452 | $6,013-59.2% | $6,642-63.1% | $5,306-53.8% |