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 | $67,871 | $209,411-67.6% | $178,490-62.0% | $158,922-57.3% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 10.68% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,835 | $5,706-67.8% | $5,011-63.4% | $4,761-61.5% |
| Participant deferral / active EE | $4,205 | $5,954-29.4% | $5,202-19.2% | $5,982-29.7% |
| Admin fee / account holder | $570 | $17,074-96.7% | $13,984-95.9% | $11,246-94.9% |