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 | $70,731 | $185,200-61.8% | $142,863-50.5% | $167,490-57.8% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 13.24% | 8555.70%-8542.5pp | 5637.54%-5624.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,235 | $5,604-78.0% | $4,144-70.2% | $4,837-74.5% |
| Participant deferral / active EE | $2,998 | $4,494-33.3% | $3,837-21.9% | $6,341-52.7% |
| Admin fee / account holder | $5,099 | $8,031-36.5% | $6,560-22.3% | $12,309-58.6% |