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 | $66,904 | $98,240-31.9% | $82,313-18.7% | $147,584-54.7% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 16.92% | 30.85%-13.9pp | 25.88%-9.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,747 | $3,192-45.3% | $2,428-28.0% | $4,876-64.2% |
| Participant deferral / active EE | $5,054 | $4,383+15.3% | $3,706+36.4% | $5,439-7.1% |
| Admin fee / account holder | $465 | $8,563-94.6% | $5,608-91.7% | $10,885-95.7% |