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 | $65,794 | $210,698-68.8% | $178,014-63.0% | $145,959-54.9% |
| Participation rate | 84.2% | 80.8%+3.4pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 11.26% | 386.27%-375.0pp | 294.80%-283.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,249 | $4,567-50.8% | $3,950-43.1% | $4,661-51.8% |
| Participant deferral / active EE | $4,455 | $6,958-36.0% | $6,276-29.0% | $6,689-33.4% |
| Admin fee / account holder | $4,855 | $12,016-59.6% | $10,362-53.1% | $13,398-63.8% |