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 | $66,983 | $124,281-46.1% | $109,143-38.6% | $167,490-60.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.06% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,870 | $4,207-55.6% | $3,722-49.8% | $4,837-61.3% |
| Participant deferral / active EE | $3,784 | $5,255-28.0% | $4,653-18.7% | $6,341-40.3% |
| Admin fee / account holder | $744 | $7,970-90.7% | $6,752-89.0% | $12,309-94.0% |