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 | $65,345 | $102,317-36.1% | $146,958-55.5% | $80,856-19.2% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.2%-11.0pp | 67.6%+3.5pp |
| Annual return | 19.18% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,102 | $6,644+127.3% | $8,070+87.1% | $4,296+251.6% |
| Admin fee / account holder | $6,388 | $7,941-19.6% | $12,998-50.9% | $6,918-7.7% |