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 | $81,053 | $55,415+46.3% | $155,509-47.9% | $74,495+8.8% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 14.05% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,664 | $2,267+17.5% | $4,672-43.0% | $2,623+1.6% |
| Participant deferral / active EE | $3,654 | $2,836+28.8% | $5,626-35.1% | $4,346-15.9% |
| Admin fee / account holder | $1,115 | $1,738-35.9% | $15,912-93.0% | $1,942-42.6% |