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 | $101,600 | $165,912-38.8% | $122,332-16.9% | $147,584-31.2% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 14.15% | 34.55%-20.4pp | 30.27%-16.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,772 | $5,754-69.2% | $4,050-56.3% | $4,876-63.7% |
| Participant deferral / active EE | $3,515 | $4,005-12.2% | $3,287+7.0% | $5,439-35.4% |
| Admin fee / account holder | $2,755 | $7,424-62.9% | $5,478-49.7% | $10,885-74.7% |