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 | $69,435 | $102,317-32.1% | $146,958-52.8% | $80,856-14.1% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 11.89% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,427 | $3,713-34.6% | $4,933-50.8% | $2,755-11.9% |
| Participant deferral / active EE | $7,643 | $6,644+15.0% | $8,070-5.3% | $4,296+77.9% |
| Admin fee / account holder | $1,238 | $7,941-84.4% | $12,998-90.5% | $6,918-82.1% |