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 | $53,072 | $102,382-48.2% | $147,005-63.9% | $80,874-34.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.0pp | 67.6%+18.6pp |
| Annual return | 14.62% | 134.89%-120.3pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,905 | $3,715+5.1% | $4,934-20.9% | $2,756+41.7% |
| Participant deferral / active EE | $6,285 | $6,646-5.4% | $8,070-22.1% | $4,297+46.3% |
| Admin fee / account holder | $3,348 | $7,942-57.8% | $13,006-74.3% | $6,935-51.7% |