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 | $61,555 | $91,538-32.8% | $129,995-52.6% | $75,163-18.1% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 13.33% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,709 | $2,845-4.8% | $4,320-37.3% | $2,670+1.5% |
| Participant deferral / active EE | $4,599 | $4,341+5.9% | $5,820-21.0% | $4,125+11.5% |
| Admin fee / account holder | $2,160 | $6,790-68.2% | $10,614-79.7% | $5,651-61.8% |