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 | $63,936 | $99,918-36.0% | $81,382-21.4% | $145,922-56.2% |
| Participation rate | 78.9% | 74.2%+4.8pp | 69.5%+9.5pp | 80.3%-1.3pp |
| Annual return | 8.86% | 34.32%-25.5pp | 24.73%-15.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,358 | $2,978-54.4% | $2,463-44.8% | $4,660-70.9% |
| Participant deferral / active EE | $2,859 | $4,605-37.9% | $3,883-26.4% | $6,688-57.2% |
| Admin fee / account holder | $31,709 | $8,212+286.1% | $5,768+449.7% | $13,397+136.7% |