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 | $60,742 | $91,538-33.6% | $129,995-53.3% | $75,163-19.2% |
| Participation rate | 73.7% | 71.4%+2.2pp | 78.5%-4.8pp | 67.2%+6.5pp |
| Annual return | 13.44% | -631.11%+644.5pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,766 | $2,845-2.8% | $4,320-36.0% | $2,670+3.6% |
| Participant deferral / active EE | $4,336 | $4,341-0.1% | $5,820-25.5% | $4,125+5.1% |
| Admin fee / account holder | $14,695 | $6,790+116.4% | $10,614+38.4% | $5,651+160.0% |