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 | $51,499 | $91,538-43.7% | $129,995-60.4% | $75,163-31.5% |
| Participation rate | 78.8% | 71.4%+7.3pp | 78.5%+0.3pp | 67.2%+11.6pp |
| Annual return | 17.55% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,237 | $2,845-56.5% | $4,320-71.4% | $2,670-53.7% |
| Participant deferral / active EE | $2,846 | $4,341-34.4% | $5,820-51.1% | $4,125-31.0% |
| Admin fee / account holder | $4,466 | $6,790-34.2% | $10,614-57.9% | $5,651-21.0% |