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 | $36,451 | $53,516-31.9% | $126,539-71.2% | $84,808-57.0% |
| Participation rate | 80.4% | 58.2%+22.1pp | 69.8%+10.5pp | 68.3%+12.0pp |
| Annual return | 13.64% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,881 | $1,535+22.6% | $3,674-48.8% | $2,631-28.5% |
| Participant deferral / active EE | $2,571 | $2,671-3.7% | $4,083-37.0% | $4,212-39.0% |
| Admin fee / account holder | $5,249 | $4,497+16.7% | $6,065-13.4% | $7,344-28.5% |