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 | $70,259 | $127,065-44.7% | $113,168-37.9% | $142,382-50.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.13% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,030 | $3,442-41.0% | $2,975-31.8% | $4,299-52.8% |
| Participant deferral / active EE | $4,417 | $5,716-22.7% | $5,107-13.5% | $6,507-32.1% |
| Admin fee / account holder | $1,311 | $15,736-91.7% | $12,068-89.1% | $12,624-89.6% |