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 | $64,635 | $91,538-29.4% | $129,995-50.3% | $75,163-14.0% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 21.77% | -631.11%+652.9pp | -137.18%+158.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,464 | $2,845-48.6% | $4,320-66.1% | $2,670-45.2% |
| Participant deferral / active EE | $3,299 | $4,341-24.0% | $5,820-43.3% | $4,125-20.0% |
| Admin fee / account holder | $6,343 | $6,790-6.6% | $10,614-40.2% | $5,651+12.2% |