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 | $49,556 | $91,538-45.9% | $129,995-61.9% | $75,163-34.1% |
| Participation rate | 80.3% | 71.4%+8.9pp | 78.5%+1.8pp | 67.2%+13.1pp |
| Annual return | 14.44% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,026 | $2,845-28.8% | $4,320-53.1% | $2,670-24.1% |
| Participant deferral / active EE | $4,388 | $4,341+1.1% | $5,820-24.6% | $4,125+6.4% |
| Admin fee / account holder | $6,100 | $6,790-10.2% | $10,614-42.5% | $5,651+7.9% |