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 | $56,673 | $102,317-44.6% | $146,958-61.4% | $80,856-29.9% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 12.73% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,426 | $3,713-61.6% | $4,933-71.1% | $2,755-48.2% |
| Participant deferral / active EE | $6,954 | $6,644+4.7% | $8,070-13.8% | $4,296+61.9% |
| Admin fee / account holder | $10,716 | $7,941+34.9% | $12,998-17.6% | $6,918+54.9% |