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 | $63,108 | $98,750-36.1% | $149,696-57.8% | $79,858-21.0% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.6%+4.2pp |
| Annual return | 12.49% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,243 | $3,216-61.4% | $4,644-73.2% | $2,471-49.7% |
| Participant deferral / active EE | $6,044 | $5,680+6.4% | $6,842-11.7% | $3,740+61.6% |
| Admin fee / account holder | $8,771 | $6,053+44.9% | $9,309-5.8% | $5,306+65.3% |