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 | $87,512 | $105,181-16.8% | $159,436-45.1% | $85,850+1.9% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.8%+4.1pp | 69.3%+17.6pp |
| Annual return | 17.18% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $631 | $3,318-81.0% | $4,829-86.9% | $2,565-75.4% |
| Participant deferral / active EE | $12,404 | $5,945+108.6% | $7,352+68.7% | $3,952+213.9% |
| Admin fee / account holder | $16,853 | $6,933+143.1% | $10,799+56.1% | $6,260+169.2% |