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 | $78,300 | $98,750-20.7% | $149,696-47.7% | $79,858-2.0% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 53.51% | 27.43%+26.1pp | 276.60%-223.1pp | 31.71%+21.8pp |
| Employer contribution / active EE | $2,846 | $3,216-11.5% | $4,644-38.7% | $2,471+15.2% |
| Participant deferral / active EE | $5,872 | $5,680+3.4% | $6,842-14.2% | $3,740+57.0% |
| Admin fee / account holder | $3,543 | $6,053-41.5% | $9,309-61.9% | $5,306-33.2% |