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 | $60,418 | $70,428-14.2% | $96,562-37.4% | $85,850-29.6% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 14.70% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,239 | $1,413+58.5% | $2,356-5.0% | $2,565-12.7% |
| Participant deferral / active EE | $3,781 | $2,894+30.7% | $3,849-1.8% | $3,952-4.3% |
| Admin fee / account holder | $1,338 | $4,997-73.2% | $6,181-78.4% | $6,260-78.6% |