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 | $78,988 | $118,680-33.4% | $98,907-20.1% | $158,922-50.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 12.15% | 372.35%-360.2pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $833 | $3,333-75.0% | $2,689-69.0% | $4,761-82.5% |
| Participant deferral / active EE | $16,166 | $5,088+217.7% | $4,244+280.9% | $5,982+170.2% |
| Admin fee / account holder | $27,271 | $10,131+169.2% | $6,642+310.6% | $11,246+142.5% |