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 | $73,125 | $112,096-34.8% | $95,952-23.8% | $158,922-54.0% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 18.33% | 171.09%-152.8pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,288 | $3,198-59.7% | $2,541-49.3% | $4,761-72.9% |
| Participant deferral / active EE | $6,371 | $4,784+33.2% | $4,167+52.9% | $5,982+6.5% |
| Admin fee / account holder | $5,476 | $10,130-45.9% | $6,795-19.4% | $11,246-51.3% |