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 | $60,846 | $58,208+4.5% | $81,812-25.6% | $80,856-24.7% |
| Participation rate | 76.6% | 63.4%+13.2pp | 72.3%+4.3pp | 67.6%+9.0pp |
| Annual return | 14.81% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,456 | $2,340+5.0% | $2,912-15.7% | $2,755-10.8% |
| Participant deferral / active EE | $3,146 | $3,281-4.1% | $4,319-27.2% | $4,296-26.8% |
| Admin fee / account holder | $12,803 | $4,981+157.0% | $7,386+73.3% | $6,918+85.1% |