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 | $66,141 | $111,535-40.7% | $105,223-37.1% | $137,256-51.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 12.48% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,822 | $3,939-53.7% | $3,689-50.6% | $4,156-56.2% |
| Participant deferral / active EE | $3,802 | $5,500-30.9% | $5,072-25.0% | $6,407-40.7% |
| Admin fee / account holder | $27,617 | $9,721+184.1% | $8,859+211.7% | $12,270+125.1% |