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 | $66,346 | $176,056-62.3% | $159,436-58.4% | $167,490-60.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.91% | 331.75%-318.8pp | 263.57%-250.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,444 | $5,297-35.0% | $4,829-28.7% | $4,837-28.8% |
| Participant deferral / active EE | $10,515 | $7,750+35.7% | $7,352+43.0% | $6,341+65.8% |
| Admin fee / account holder | $28,693 | $12,554+128.6% | $10,799+165.7% | $12,309+133.1% |