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 | $61,897 | $53,053+16.7% | $126,539-51.1% | $74,304-16.7% |
| Participation rate | 84.1% | 48.0%+36.1pp | 69.8%+14.3pp | 60.3%+23.8pp |
| Annual return | 16.53% | 29.46%-12.9pp | 425.95%-409.4pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,872 | $1,168+60.3% | $3,674-49.0% | $2,241-16.5% |
| Participant deferral / active EE | $5,207 | $2,303+126.1% | $4,083+27.5% | $3,767+38.2% |
| Admin fee / account holder | $2,607 | $3,698-29.5% | $6,065-57.0% | $2,969-12.2% |