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 | $71,170 | $102,317-30.4% | $146,958-51.6% | $80,856-12.0% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 12.81% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,728 | $3,713+0.4% | $4,933-24.4% | $2,755+35.3% |
| Participant deferral / active EE | $6,289 | $6,644-5.3% | $8,070-22.1% | $4,296+46.4% |
| Admin fee / account holder | $1,897 | $7,941-76.1% | $12,998-85.4% | $6,918-72.6% |