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 | $76,402 | $56,199+35.9% | $67,652+12.9% | $59,632+28.1% |
| Participation rate | 75.6% | 71.5%+4.2pp | 75.7%0pp | 68.7%+7.0pp |
| Annual return | -0.63% | 18505.31%-18505.9pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,475 | $1,614-8.6% | $2,266-34.9% | $2,203-33.0% |
| Participant deferral / active EE | $2,648 | $2,844-6.9% | $3,560-25.6% | $3,192-17.0% |
| Admin fee / account holder | $2,910 | $3,958-26.5% | $4,821-39.6% | $4,297-32.3% |