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 | $26,506 | $95,416-72.2% | $185,823-85.7% | $85,850-69.1% |
| Participation rate | 87.0% | 68.8%+18.3pp | 81.7%+5.3pp | 69.3%+17.7pp |
| Annual return | 26.52% | 23.59%+2.9pp | 122.05%-95.5pp | 318.53%-292.0pp |
| Employer contribution / active EE | $2,493 | $3,314-24.8% | $5,167-51.8% | $2,565-2.8% |
| Participant deferral / active EE | $2,780 | $3,423-18.8% | $5,568-50.1% | $3,952-29.7% |
| Admin fee / account holder | $702 | $7,213-90.3% | $16,237-95.7% | $6,260-88.8% |