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 | $70,971 | $149,734-52.6% | $118,925-40.3% | $158,922-55.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 19.00% | 19.95%-0.9pp | 35.88%-16.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,581 | $4,115-61.6% | $3,263-51.5% | $4,761-66.8% |
| Participant deferral / active EE | $1,581 | $5,223-69.7% | $4,265-62.9% | $5,982-73.6% |
| Admin fee / account holder | $452 | $8,603-94.7% | $6,581-93.1% | $11,246-96.0% |