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 7-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 | $68,735 | $105,181-34.7% | $159,436-56.9% | $85,850-19.9% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.8%-11.7pp | 69.3%+1.8pp |
| Annual return | 16.37% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,618 | $3,318-21.1% | $4,829-45.8% | $2,565+2.1% |
| Participant deferral / active EE | $5,376 | $5,945-9.6% | $7,352-26.9% | $3,952+36.0% |
| Admin fee / account holder | $5,375 | $6,933-22.5% | $10,799-50.2% | $6,260-14.1% |