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 | $61,910 | $78,422-21.1% | $95,952-35.5% | $79,858-22.5% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 10.08% | 19.37%-9.3pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,849 | $1,945+97.9% | $2,541+51.5% | $2,471+55.8% |
| Participant deferral / active EE | $3,910 | $3,440+13.7% | $4,167-6.2% | $3,740+4.5% |
| Admin fee / account holder | $16,452 | $5,622+192.6% | $6,795+142.1% | $5,306+210.0% |