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 | $58,290 | $102,317-43.0% | $146,958-60.3% | $80,856-27.9% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 19.18% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,671 | $3,713-28.1% | $4,933-45.9% | $2,755-3.0% |
| Participant deferral / active EE | $5,520 | $6,644-16.9% | $8,070-31.6% | $4,296+28.5% |
| Admin fee / account holder | $3,156 | $7,941-60.3% | $12,998-75.7% | $6,918-54.4% |