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 | $78,266 | $115,770-32.4% | $101,248-22.7% | $158,922-50.8% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 9.34% | 56.14%-46.8pp | 46.47%-37.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,444 | $4,175-65.4% | $3,660-60.6% | $4,761-69.7% |
| Participant deferral / active EE | $2,813 | $4,957-43.3% | $4,370-35.6% | $5,982-53.0% |
| Admin fee / account holder | $14,003 | $7,245+93.3% | $5,945+135.5% | $11,246+24.5% |