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 | $67,159 | $124,185-45.9% | $108,410-38.1% | $167,490-59.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 12.34% | 1379.64%-1367.3pp | 905.27%-892.9pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,494 | $4,187-64.3% | $3,558-58.0% | $4,837-69.1% |
| Participant deferral / active EE | $4,951 | $6,908-28.3% | $6,563-24.6% | $6,341-21.9% |
| Admin fee / account holder | $10,241 | $9,455+8.3% | $7,295+40.4% | $12,309-16.8% |