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 | $80,423 | $133,922-39.9% | $116,228-30.8% | $142,382-43.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 14.38% | 147.76%-133.4pp | 90.06%-75.7pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,505 | $3,446-56.3% | $2,994-49.7% | $4,299-65.0% |
| Participant deferral / active EE | $3,702 | $5,672-34.7% | $4,953-25.3% | $6,507-43.1% |
| Admin fee / account holder | $20,196 | $14,945+35.1% | $11,989+68.5% | $12,624+60.0% |