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 | $56,743 | $73,515-22.8% | $62,995-9.9% | $147,584-61.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 11.69% | 175.43%-163.7pp | 87.57%-75.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,507 | $3,320-24.5% | $2,759-9.1% | $4,876-48.6% |
| Participant deferral / active EE | $3,389 | $4,185-19.0% | $3,329+1.8% | $5,439-37.7% |
| Admin fee / account holder | $3,867 | $5,953-35.0% | $3,600+7.4% | $10,885-64.5% |