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 | $59,904 | $157,256-61.9% | $141,162-57.6% | $152,861-60.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 22.05% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,440 | $5,261-53.6% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $5,485 | $7,109-22.8% | $6,709-18.2% | $5,850-6.2% |
| Admin fee / account holder | $9,511 | $12,120-21.5% | $10,261-7.3% | $11,596-18.0% |