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 | $63,610 | $100,773-36.9% | $88,946-28.5% | $142,382-55.3% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 13.56% | 70.18%-56.6pp | 57.82%-44.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,860 | $2,918+32.3% | $2,555+51.1% | $4,299-10.2% |
| Participant deferral / active EE | $8,678 | $5,230+65.9% | $4,581+89.4% | $6,507+33.4% |
| Admin fee / account holder | $31,993 | $9,693+230.1% | $8,261+287.3% | $12,624+153.4% |