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 | $52,034 | $98,750-47.3% | $149,696-65.2% | $79,858-34.8% |
| Participation rate | 77.3% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.7pp |
| Annual return | 21.91% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,692 | $3,216-47.4% | $4,644-63.6% | $2,471-31.5% |
| Participant deferral / active EE | $6,112 | $5,680+7.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $1,623 | $6,053-73.2% | $9,309-82.6% | $5,306-69.4% |