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 | $76,963 | $91,190-15.6% | $178,490-56.9% | $79,858-3.6% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 10.51% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,790 | $3,256+16.4% | $5,011-24.4% | $2,471+53.4% |
| Participant deferral / active EE | $3,728 | $3,236+15.2% | $5,202-28.3% | $3,740-0.3% |
| Admin fee / account holder | $28,469 | $6,751+321.7% | $13,984+103.6% | $5,306+436.5% |