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 | $53,807 | $77,899-30.9% | $149,673-64.1% | $75,163-28.4% |
| Participation rate | 96.5% | 65.6%+30.9pp | 78.8%+17.7pp | 67.2%+29.3pp |
| Annual return | 20.11% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,773 | $3,137-43.5% | $4,818-63.2% | $2,670-33.6% |
| Participant deferral / active EE | $4,724 | $3,411+38.5% | $5,680-16.8% | $4,125+14.5% |
| Admin fee / account holder | $1,156 | $5,956-80.6% | $13,210-91.2% | $5,651-79.5% |