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 | $58,246 | $85,202-31.6% | $172,739-66.3% | $72,985-20.2% |
| Participation rate | 86.4% | 70.1%+16.3pp | 82.6%+3.7pp | 69.5%+16.9pp |
| Annual return | 21.49% | 27.32%-5.8pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,537 | $3,324-23.7% | $5,143-50.7% | $2,440+4.0% |
| Participant deferral / active EE | $3,545 | $3,260+8.7% | $5,198-31.8% | $3,607-1.7% |
| Admin fee / account holder | $6,281 | $5,884+6.8% | $13,954-55.0% | $5,124+22.6% |