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 | $58,191 | $64,324-9.5% | $118,925-51.1% | $79,858-27.1% |
| Participation rate | 71.9% | 64.9%+7.1pp | 75.4%-3.5pp | 69.6%+2.3pp |
| Annual return | 10.60% | 86.45%-75.8pp | 35.88%-25.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,224 | $1,836+21.1% | $3,263-31.8% | $2,471-10.0% |
| Participant deferral / active EE | $3,081 | $2,824+9.1% | $4,265-27.8% | $3,740-17.6% |
| Admin fee / account holder | $18,303 | $4,040+353.0% | $6,581+178.1% | $5,306+244.9% |