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 | $33,533 | $81,208-58.7% | $98,907-66.1% | $79,858-58.0% |
| Participation rate | 78.9% | 72.5%+6.4pp | 76.0%+2.9pp | 69.6%+9.3pp |
| Annual return | 11.35% | 60.99%-49.6pp | 196.43%-185.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,795 | $3,265-45.0% | $4,244-57.7% | $3,740-52.0% |
| Admin fee / account holder | $4,092 | $6,013-31.9% | $6,642-38.4% | $5,306-22.9% |