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 | $67,236 | $202,432-66.8% | $169,368-60.3% | $139,434-51.8% |
| Participation rate | 94.1% | 81.1%+13.0pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 14.43% | 531.74%-517.3pp | 405.60%-391.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,074 | $4,692-77.1% | $4,013-73.2% | $4,751-77.4% |
| Participant deferral / active EE | $3,025 | $6,938-56.4% | $6,221-51.4% | $6,710-54.9% |
| Admin fee / account holder | $2,161 | $10,708-79.8% | $9,003-76.0% | $11,403-81.1% |