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 | $66,777 | $102,317-34.7% | $146,958-54.6% | $80,856-17.4% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 14.18% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,711 | $3,713-53.9% | $4,933-65.3% | $2,755-37.9% |
| Participant deferral / active EE | $4,819 | $6,644-27.5% | $8,070-40.3% | $4,296+12.2% |
| Admin fee / account holder | $4,310 | $7,941-45.7% | $12,998-66.8% | $6,918-37.7% |