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 5-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 | $60,334 | $126,574-52.3% | $106,213-43.2% | $145,922-58.7% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.3pp |
| Annual return | 11.78% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,465 | $3,730-33.9% | $3,171-22.3% | $4,660-47.1% |
| Participant deferral / active EE | $5,034 | $5,724-12.0% | $5,016+0.4% | $6,688-24.7% |
| Admin fee / account holder | $4,427 | $17,304-74.4% | $11,033-59.9% | $13,397-67.0% |