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 | $67,951 | $102,966-34.0% | $90,281-24.7% | $152,861-55.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 15.61% | 95.16%-79.5pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,066 | $3,139-66.0% | $2,854-62.7% | $4,762-77.6% |
| Participant deferral / active EE | $1,189 | $4,281-72.2% | $3,885-69.4% | $5,850-79.7% |
| Admin fee / account holder | $721 | $6,171-88.3% | $5,351-86.5% | $11,596-93.8% |