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 | $67,397 | $148,534-54.6% | $135,903-50.4% | $139,434-51.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.43% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,556 | $5,243-70.3% | $4,856-68.0% | $4,751-67.3% |
| Participant deferral / active EE | $5,824 | $8,100-28.1% | $7,758-24.9% | $6,710-13.2% |
| Admin fee / account holder | $1,848 | $12,400-85.1% | $10,762-82.8% | $11,403-83.8% |