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 8-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 | $59,757 | $52,279+14.3% | $89,391-33.2% | $79,858-25.2% |
| Participation rate | 70.0% | 57.5%+12.5pp | 68.0%+2.0pp | 69.6%+0.4pp |
| Annual return | 14.59% | 22.16%-7.6pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,230 | $1,572-21.8% | $2,586-52.4% | $2,471-50.2% |
| Participant deferral / active EE | $3,409 | $2,740+24.4% | $3,890-12.4% | $3,740-8.9% |
| Admin fee / account holder | $10,535 | $3,356+213.9% | $4,881+115.8% | $5,306+98.5% |